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
151
$3.64M 0.06%
64,759
-155,396
152
$3.63M 0.06%
56,418
-3,950
153
$3.62M 0.06%
20,454
+1,800
154
$3.6M 0.06%
+180,761
155
$3.54M 0.06%
86,947
-6,166
156
$3.51M 0.06%
50,833
-671
157
$3.48M 0.06%
48,330
-267
158
$3.47M 0.06%
65,272
159
$3.43M 0.06%
25,110
160
$3.41M 0.06%
+231,548
161
$3.4M 0.06%
135,000
+32,000
162
$3.31M 0.06%
250,329
+216,089
163
$3.3M 0.06%
+40,817
164
$3.24M 0.05%
102,042
+87,849
165
$3.11M 0.05%
+86,802
166
$3.09M 0.05%
26,841
-2,140
167
$3.08M 0.05%
85,894
-218,725
168
$3.07M 0.05%
+37,162
169
$3.01M 0.05%
84,465
+5,617
170
$2.98M 0.05%
+26,364
171
$2.98M 0.05%
+37,469
172
$2.97M 0.05%
+81,367
173
$2.97M 0.05%
28,552
-584
174
$2.91M 0.05%
40,316
-120
175
$2.9M 0.05%
+47,717
5 6
7
8 9