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
$10.4B
AUM Growth
+$919M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$53.7M
3
+$27.6M
4
ORCL icon
Oracle
ORCL
+$23.8M
5
CRM icon
Salesforce
CRM
+$16.3M

Top Sells

1
+$57.5M
2
+$50.5M
3
+$45M
4
DE icon
Deere & Co
DE
+$38.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$35.5M

Sector Composition

1 Technology 19.73%
2 Financials 14.72%
3 Industrials 12.94%
4 Communication Services 11.88%
5 Consumer Discretionary 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.94M 0.06%
52,189
-102
227
$5.89M 0.06%
14,817
-26
228
$5.78M 0.06%
89,436
-5,033
229
$5.5M 0.05%
19,648
+248
230
$5.28M 0.05%
35,883
+689
231
$4.69M 0.05%
242,669
+59,834
232
$4.66M 0.05%
78,525
233
$4.57M 0.04%
42,136
-62,049
234
$4.31M 0.04%
66,167
-2,024
235
$4.29M 0.04%
16,852
-100
236
$4.17M 0.04%
17,107
-1,489
237
$4.12M 0.04%
187,237
-36,432
238
$4.12M 0.04%
62,246
-256
239
$3.99M 0.04%
19,553
-50
240
$3.76M 0.04%
118,471
+101,200
241
$3.63M 0.04%
27,298
-20
242
$3.37M 0.03%
12,192
-75
243
$3.28M 0.03%
18,554
-258
244
$3.23M 0.03%
22,841
-221
245
$3.2M 0.03%
13,481
246
$3.17M 0.03%
99,516
+80,066
247
$3.15M 0.03%
1,150,000
-150,000
248
$3.12M 0.03%
61,578
+40,400
249
$3.02M 0.03%
15,156
250
$3M 0.03%
121,113
8 9
10
11 12