FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.59B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$21.5M
3
+$19.9M
4
JLL icon
Jones Lang LaSalle
JLL
+$19.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.1M

Top Sells

1
+$50.5M
2
+$15.3M
3
+$12.1M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
HD icon
Home Depot
HD
+$10.3M

Sector Composition

1 Industrials 14.41%
2 Financials 13.47%
3 Technology 12.85%
4 Healthcare 11.84%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.42M 0.08%
115,804
-57,515
127
$4.41M 0.08%
82,767
-1,829
128
$4.25M 0.08%
100,000
-24,000
129
$4.24M 0.08%
590,000
+18,702
130
$4.21M 0.08%
126,011
131
$4.21M 0.08%
27,590
-1,513
132
$4.18M 0.07%
253,326
133
$4.17M 0.07%
111,570
-170
134
$4.09M 0.07%
61,126
+286
135
$4.09M 0.07%
49,100
+35,600
136
$4.02M 0.07%
33,566
-5,058
137
$3.99M 0.07%
28,664
+377
138
$3.96M 0.07%
16,503
+261
139
$3.91M 0.07%
311,709
+90,021
140
$3.91M 0.07%
89,367
+731
141
$3.88M 0.07%
60,368
+3,093
142
– –
0
143
$3.82M 0.07%
78,900
-29,400
144
$3.8M 0.07%
23,418
+3,493
145
$3.78M 0.07%
48,597
+818
146
$3.73M 0.07%
65,272
+23,080
147
$3.73M 0.07%
29,705
-615
148
$3.72M 0.07%
28,981
-210
149
$3.65M 0.07%
38,876
+2,300
150
$3.58M 0.06%
51,504
-13,782
4 5
6
7 8