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
351
$679K 0.01%
7,300
352
$672K 0.01%
26,616
-1,257
353
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19,000
-1,300
354
$644K 0.01%
9,800
355
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22,820
356
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357
$617K 0.01%
42,600
358
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7,681
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359
$603K 0.01%
6,533
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360
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361
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20,800
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363
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364
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8,100
365
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27,100
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366
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11,301
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3,800
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372
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373
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374
$493K 0.01%
+1,501
375
$493K 0.01%
7,700
+700