FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
1
$244M 4.07%
1,495,051
+147,347
2
$187M 3.13%
6,488,692
3
$160M 2.67%
1,053,767
+61,485
4
$156M 2.6%
3,289,442
+196,175
5
$148M 2.48%
3,960,360
+270,440
6
$140M 2.34%
5,712,571
-1,618,332
7
$140M 2.34%
1,847,657
-6,748
8
$136M 2.28%
2,194,436
+78,371
9
$131M 2.19%
4,529,452
+313,540
10
$124M 2.07%
2,792,505
-122,963
11
$119M 1.99%
2,153,024
-250,577
12
$119M 1.98%
1,819,802
+209,581
13
$112M 1.88%
974,477
+54,364
14
$108M 1.81%
2,807,440
+241,320
15
$103M 1.72%
1,765,297
+309,642
16
$99.8M 1.67%
3,302,988
+309,159
17
$96.4M 1.61%
2,506,136
+185,632
18
$93.9M 1.57%
392,112
+24,009
19
$90.2M 1.51%
1,073,330
+20,313
20
$89.7M 1.5%
505,064
+205,714
21
$88.6M 1.48%
558,018
+52,330
22
$88M 1.47%
2,741,019
+206,266
23
$86.8M 1.45%
306,104
+32,615
24
$84.4M 1.41%
2,443,716
+161,520
25
$82.9M 1.38%
3,751,054
+31,240
1
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