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
326
$834K 0.01%
1,754
327
$832K 0.01%
7,242
-115
328
$828K 0.01%
3,083
-207
329
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10,226
330
$821K 0.01%
22,567
+2,200
331
$819K 0.01%
9,797
332
$814K 0.01%
8,754
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333
$792K 0.01%
5,931
334
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10,123
-938
335
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13,800
-5,900
336
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+64,581
337
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16,263
-3,545
338
$769K 0.01%
13,310
339
$765K 0.01%
5,100
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340
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32,600
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343
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4,000
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344
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14,083
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345
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346
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347
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16,162
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348
$710K 0.01%
7,431
-138
349
$696K 0.01%
14,000
-3,200
350
$691K 0.01%
10,200
12 13
14
15 16