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
301
$1.13M 0.01%
14,515
302
$1.13M 0.01%
25,800
-3,700
303
$1.12M 0.01%
25,807
-34,600
304
$1.11M 0.01%
10,100
-2,000
305
$1.08M 0.01%
34,269
+21,569
306
$1.08M 0.01%
3,032
307
$1.06M 0.01%
130,550
-4,000
308
$1.06M 0.01%
4,281
309
$1.05M 0.01%
4,303
-191
310
$1.04M 0.01%
10,219
+429
311
$1.04M 0.01%
32,500
+10,600
312
$1.04M 0.01%
5,924
-1,070
313
$1.03M 0.01%
2,065
314
$1.02M 0.01%
111,900
+7,500
315
$1.01M 0.01%
434
-6
316
$992K 0.01%
8,403
+3,703
317
$989K 0.01%
16,285
-125
318
$972K 0.01%
39,397
-121,320
319
$940K 0.01%
10,492
320
$918K 0.01%
6,100
321
$911K 0.01%
7,102
322
$898K 0.01%
+48,301
323
$885K 0.01%
33,000
+1,400
324
$876K 0.01%
4,544
325
$871K 0.01%
16,429
+1,226
11 12
13
14 15