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
$8.88B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1 +$81.5M
2 +$48.7M
3 +$31.1M
4
PH icon
Parker-Hannifin
PH
+$30.9M
5
SBUX icon
Starbucks
SBUX
+$30.9M

Top Sells

1 +$61.6M
2 +$52.1M
3 +$46.9M
4
YUMC icon
Yum China
YUMC
+$43.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38M

Sector Composition

1 Technology 22.44%
2 Financials 12.85%
3 Industrials 12.41%
4 Communication Services 12.2%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.44M 0.03%
72,230
-616
252
$2.4M 0.03%
15,330
+91
253
$2.4M 0.03%
19,540
-580
254
$2.33M 0.03%
45,612
-47,862
255
$2.28M 0.03%
52,898
+20,277
256
$2.27M 0.03%
15,200
257
$2.23M 0.03%
136,009
-34,220
258
$2.23M 0.03%
35,875
-796
259
$2.21M 0.02%
23,222
-276
260
$2.18M 0.02%
43,061
-138,000
261
$2.17M 0.02%
114,021
-132,030
262
$2.06M 0.02%
289,272
+192,852
263
$2.05M 0.02%
633,527
+29,000
264
$2.04M 0.02%
12,215
-900
265
$2M 0.02%
51,428
+17,974
266
$1.98M 0.02%
6,011
267
$1.97M 0.02%
16,650
-111
268
$1.94M 0.02%
20,757
+100
269
$1.85M 0.02%
12,996
+500
270
$1.77M 0.02%
114,844
271
$1.71M 0.02%
97,077
-293,885
272
$1.7M 0.02%
67,089
-28,398
273
$1.68M 0.02%
40,020
274
$1.67M 0.02%
12,874
275
$1.65M 0.02%
34,089