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
276
$1.76M 0.02%
12,496
-400
277
$1.68M 0.02%
2,475
+500
278
$1.66M 0.02%
31,837
+827
279
$1.64M 0.02%
8,760
280
$1.53M 0.01%
9,702
281
$1.5M 0.01%
6,100
+1,400
282
$1.48M 0.01%
16,622
+210
283
$1.45M 0.01%
21,812
+1,332
284
$1.41M 0.01%
6,605
-231
285
$1.4M 0.01%
15,936
-1,300
286
$1.39M 0.01%
7,320
-20
287
$1.34M 0.01%
18,730
+400
288
$1.3M 0.01%
41,008
+900
289
$1.29M 0.01%
2,830
290
$1.27M 0.01%
5,245
+100
291
$1.24M 0.01%
10,849
-203
292
$1.21M 0.01%
4,920
293
$1.21M 0.01%
7,669
-1
294
$1.2M 0.01%
13,930
-300
295
$1.2M 0.01%
7,300
296
$1.19M 0.01%
8,248
-2,200
297
$1.18M 0.01%
3,329
298
$1.17M 0.01%
87,360
+200
299
$1.14M 0.01%
8,633
+2,300
300
$1.14M 0.01%
1,846
10 11
12
13 14