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
326
$840K 0.01%
8,826
+249
327
$835K 0.01%
+4,281
328
$822K 0.01%
+6,277
329
$814K 0.01%
15,730
-4,200
330
$795K 0.01%
+10,226
331
$789K 0.01%
+3,329
332
$788K 0.01%
7,494
-18
333
$771K 0.01%
+8,049
334
$764K 0.01%
15,154
335
$758K 0.01%
+1,741
336
$757K 0.01%
16,500
+300
337
$757K 0.01%
10,400
-3,500
338
$755K 0.01%
5,615
339
$748K 0.01%
25,167
+8,500
340
$747K 0.01%
20,017
341
$747K 0.01%
28,881
+5,476
342
$742K 0.01%
4,800
343
$735K 0.01%
6,446
344
$726K 0.01%
20,462
+1,800
345
$725K 0.01%
6,240
346
$719K 0.01%
7,960
-100
347
$704K 0.01%
+7,604
348
$702K 0.01%
+9,262
349
$687K 0.01%
5,300
350
$681K 0.01%
16,211
-418
12 13
14
15 16