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
201
$2.47M 0.04%
193,419
-960
202
$2.42M 0.04%
109,431
-3,995
203
$2.41M 0.04%
22,918
-1,360
204
$2.4M 0.04%
16,708
+560
205
$2.36M 0.04%
80,000
-59,000
206
$2.33M 0.04%
46,359
-403
207
$2.31M 0.04%
14,787
208
$2.31M 0.04%
+164,082
209
$2.3M 0.04%
31,955
-77
210
$2.29M 0.04%
+26,948
211
$2.29M 0.04%
+45,669
212
$2.28M 0.04%
27,900
-21,200
213
$2.25M 0.04%
44,135
-585
214
$2.25M 0.04%
15,825
-435
215
$2.24M 0.04%
38,701
216
$2.21M 0.04%
32,002
+26,461
217
$2.18M 0.04%
45,935
-7,300
218
$2.17M 0.04%
91,386
-500
219
$2.16M 0.04%
33,832
-825
220
$2.16M 0.04%
+41,273
221
$2.12M 0.04%
+39,300
222
$2.09M 0.03%
29,413
-5,324
223
$2.06M 0.03%
29,776
-136
224
$2.06M 0.03%
19,072
-327
225
$2.05M 0.03%
19,380
-96
7 8
9
10 11