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
176
$2.59M 0.05%
38,926
+487
177
$2.58M 0.05%
103,000
+43,000
178
$2.56M 0.05%
29,924
+2,575
179
$2.52M 0.05%
91,886
+1,046
180
$2.51M 0.04%
34,737
+22,225
181
$2.48M 0.04%
24,278
+7,006
182
$2.44M 0.04%
88,592
+1,108
183
$2.4M 0.04%
19,294
184
$2.4M 0.04%
194,379
185
$2.35M 0.04%
31,416
+200
186
$2.29M 0.04%
62,224
+811
187
$2.27M 0.04%
74,752
+15,233
188
$2.25M 0.04%
1,313,320
-282,720
189
– –
0
190
$2.21M 0.04%
16,260
+310
191
$2.14M 0.04%
34,657
-750
192
$2.13M 0.04%
44,720
+40,186
193
$2.07M 0.04%
27,750
+2,300
194
$2.02M 0.04%
16,148
-119
195
$2.02M 0.04%
54,527
+650
196
$1.99M 0.04%
38,701
+483
197
$1.98M 0.04%
6,858
+75
198
$1.96M 0.04%
27,542
-1,000
199
$1.95M 0.03%
78,848
+38,607
200
$1.94M 0.03%
55,969
-1,452,527
6 7
8
9 10