FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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 +$141M
2 +$47.9M
3 +$24.8M
4
ORCL icon
Oracle
ORCL
+$22M
5
CRM icon
Salesforce
CRM
+$17.1M

Top Sells

1 +$57.4M
2 +$47.7M
3 +$39.2M
4
DE icon
Deere & Co
DE
+$34.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$33.8M

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
251
$2.92M 0.03%
8,299
-50
252
$2.89M 0.03%
8,044
-1,017
253
$2.76M 0.03%
+294,000
254
$2.67M 0.03%
40,020
255
$2.66M 0.03%
212,532
256
$2.63M 0.03%
114,844
257
$2.57M 0.02%
14,150
258
$2.56M 0.02%
633,527
259
$2.55M 0.02%
332,390
+22,612
260
$2.52M 0.02%
151,371
-24,800
261
$2.46M 0.02%
44,327
-309,501
262
$2.36M 0.02%
18,776
-120
263
$2.35M 0.02%
22,157
+1,400
264
$2.28M 0.02%
220,000
+20,000
265
$2.1M 0.02%
88,541
-32,400
266
$2.08M 0.02%
39,012
+185
267
$1.99M 0.02%
26,218
+14
268
$1.93M 0.02%
11,200
-1,300
269
$1.92M 0.02%
11,939
270
$1.92M 0.02%
74,718
-15,302
271
$1.9M 0.02%
32,410
-2,434
272
$1.88M 0.02%
8,492
-252
273
$1.82M 0.02%
62,900
-41,400
274
$1.79M 0.02%
10,828
275
$1.76M 0.02%
20,000