FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.99B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.5M
3
+$32.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.1M

Top Sells

1
+$64.4M
2
+$60.2M
3
+$39.7M
4
CXT icon
Crane NXT
CXT
+$36.4M
5
BLK icon
Blackrock
BLK
+$21.5M

Sector Composition

1 Financials 15.47%
2 Technology 13.44%
3 Industrials 13.16%
4 Healthcare 11.35%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.68M 0.11%
325,000
-53,926
102
$6.33M 0.11%
72,537
+63,404
103
$6.22M 0.1%
668,400
+78,400
104
$6.08M 0.1%
211,000
+34,000
105
$6M 0.1%
52,373
-800
106
$5.93M 0.1%
37,065
-61,709
107
$5.9M 0.1%
63,598
+55,460
108
$5.89M 0.1%
255,579
-438,381
109
$5.79M 0.1%
49,365
+583
110
$5.62M 0.09%
74,680
+35,754
111
$5.58M 0.09%
160,182
+114,681
112
$5.53M 0.09%
117,586
-700
113
$5.53M 0.09%
455,542
+335,838
114
$5.5M 0.09%
+64,134
115
$5.49M 0.09%
53,273
116
$5.46M 0.09%
109,530
-1,300
117
$5.38M 0.09%
228,620
118
$5.17M 0.09%
216,348
+1,725
119
$5.11M 0.09%
+48,068
120
$5.03M 0.08%
90,547
-107
121
$4.98M 0.08%
+119,225
122
$4.97M 0.08%
161,000
+51,000
123
$4.94M 0.08%
+446,006
124
$4.88M 0.08%
44,017
+25,268
125
$4.85M 0.08%
73,300
+64,100
3 4
5
6 7