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
126
$4.79M 0.08%
35,705
-90,600
127
$4.76M 0.08%
+294,500
128
$4.74M 0.08%
124,708
+54,708
129
$4.7M 0.08%
135,148
-1,100
130
$4.61M 0.08%
64,701
-307
131
$4.47M 0.07%
66,585
+43,861
132
$4.42M 0.07%
24,297
+879
133
$4.32M 0.07%
68,276
-26,696
134
$4.29M 0.07%
+39,692
135
$4.18M 0.07%
26,091
-1,499
136
$4.18M 0.07%
139,816
-5,000
137
$4.17M 0.07%
56,733
-250
138
$4.11M 0.07%
+30,487
139
$4.1M 0.07%
79,872
140
$4.08M 0.07%
108,710
-2,860
141
$4.04M 0.07%
16,153
-350
142
$4.03M 0.07%
253,326
143
$4.03M 0.07%
+270,635
144
$4.01M 0.07%
+74,172
145
$4.01M 0.07%
32,762
-804
146
$3.81M 0.06%
26,516
-2,148
147
$3.74M 0.06%
317,594
+5,885
148
$3.71M 0.06%
91,763
-24,041
149
$3.67M 0.06%
37,431
-1,445
150
$3.66M 0.06%
31,760
-1,600
4 5
6
7 8