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
176
$2.9M 0.05%
+48,110
177
$2.88M 0.05%
+132,804
178
$2.87M 0.05%
12,817
+11,317
179
$2.87M 0.05%
+147,974
180
$2.86M 0.05%
+36,387
181
$2.85M 0.05%
33,832
182
$2.85M 0.05%
+62,408
183
$2.84M 0.05%
32,072
+2,148
184
$2.84M 0.05%
38,516
-400
185
$2.78M 0.05%
19,199
-95
186
$2.76M 0.05%
78,681
187
$2.76M 0.05%
110,492
+21,900
188
$2.75M 0.05%
+119,668
189
$2.73M 0.05%
89,859
+477
190
$2.71M 0.05%
64,000
-36,000
191
$2.65M 0.04%
25,123
-672
192
$2.64M 0.04%
7,000
-933
193
$2.64M 0.04%
22,486
-917
194
$2.63M 0.04%
1,577
-8
195
$2.63M 0.04%
71,409
-54,602
196
$2.58M 0.04%
74,836
+84
197
$2.52M 0.04%
34,365
-26,761
198
$2.5M 0.04%
23,608
-137,417
199
$2.49M 0.04%
48,955
-3,179
200
$2.47M 0.04%
927,000
-386,320
6 7
8
9 10