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
201
$1.93M 0.03%
29,912
202
$1.91M 0.03%
57,792
+671
203
$1.9M 0.03%
46,762
-12,892
204
$1.88M 0.03%
19,399
+1,745
205
$1.87M 0.03%
18,749
-89
206
$1.85M 0.03%
4,598
-20
207
$1.84M 0.03%
30,943
+378
208
$1.83M 0.03%
30,822
-9,488
209
$1.81M 0.03%
32,032
+1,514
210
$1.76M 0.03%
15,145
-36,197
211
$1.74M 0.03%
25,696
+8,315
212
$1.73M 0.03%
56,688
+2,700
213
$1.73M 0.03%
76,000
-20,000
214
$1.73M 0.03%
32,180
-5,010
215
$1.72M 0.03%
14,787
216
$1.72M 0.03%
27,967
+19,317
217
$1.71M 0.03%
48,362
+8,074
218
$1.71M 0.03%
23,670
+3,615
219
$1.71M 0.03%
57,583
+3,275
220
$1.65M 0.03%
17,088
-240
221
$1.6M 0.03%
9,606
+5,511
222
$1.55M 0.03%
29,465
+396
223
$1.53M 0.03%
19,476
224
$1.52M 0.03%
30,969
+354
225
$1.49M 0.03%
22,724
+5,165