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
301
$1.06M 0.01%
12,416
302
$1.05M 0.01%
7,740
-100
303
$1.04M 0.01%
51,810
+33,725
304
$1.03M 0.01%
8,968
+1,000
305
$1.01M 0.01%
10,822
+322
306
$1.01M 0.01%
7,970
-110
307
$998K 0.01%
5,200
308
$997K 0.01%
+4,544
309
$975K 0.01%
30,563
-567
310
$969K 0.01%
+17,039
311
$959K 0.01%
+107,731
312
$958K 0.01%
10,500
+700
313
$958K 0.01%
17,450
-660
314
$935K 0.01%
25,000
+2,600
315
$907K 0.01%
35,050
-3,365
316
$907K 0.01%
2,504
+130
317
$895K 0.01%
26,865
318
$884K 0.01%
42,605
-1,687
319
$872K 0.01%
+8,145
320
$861K 0.01%
6,300
+225
321
$860K 0.01%
10,800
322
$860K 0.01%
22,258
-188
323
$856K 0.01%
+8,702
324
$849K 0.01%
4,870
-1,600
325
$843K 0.01%
+8,064
11 12
13
14 15