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
151
$3.53M 0.06%
79,872
+1,023
152
$3.49M 0.06%
33,360
-6,314
153
$3.38M 0.06%
29,136
-364
154
$3.32M 0.06%
139,000
+49,000
155
$3.32M 0.06%
18,654
-2,182
156
$3.29M 0.06%
53,235
-1,500
157
– –
0
158
$3.22M 0.06%
25,110
+341
159
$3M 0.05%
78,681
+1,037
160
$2.94M 0.05%
110,000
+40,000
161
$2.93M 0.05%
38,916
+689
162
$2.93M 0.05%
67,041
-48,500
163
$2.92M 0.05%
25,795
+5
164
$2.85M 0.05%
23,403
-625
165
$2.83M 0.05%
30,903
-2,695
166
$2.79M 0.05%
89,382
+830
167
$2.78M 0.05%
+40,436
168
$2.77M 0.05%
33,832
+390
169
$2.75M 0.05%
52,134
+4,566
170
$2.73M 0.05%
113,426
-3,250
171
$2.73M 0.05%
7,933
+3,666
172
$2.73M 0.05%
34,454
-8,576
173
$2.65M 0.05%
93,250
+12,200
174
$2.6M 0.05%
+70,000
175
$2.6M 0.05%
1,585
5 6
7
8 9