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
351
$685K 0.01%
9,505
+24
352
$681K 0.01%
25,100
+3,300
353
$672K 0.01%
18,920
-1,200
354
$662K 0.01%
15,417
-7,400
355
$639K 0.01%
10,300
+900
356
$625K 0.01%
2,300
+600
357
$622K 0.01%
6,979
-310
358
$617K 0.01%
1,875
-189
359
$604K 0.01%
5,960
-1,100
360
$600K 0.01%
+27,700
361
$593K 0.01%
7,000
-1,500
362
$589K 0.01%
15,329
363
$588K 0.01%
9,649
364
$582K 0.01%
8,100
365
$580K 0.01%
2,330
-4,298
366
$578K 0.01%
6,402
-250
367
$573K 0.01%
4,442
368
$556K 0.01%
2,595
+529
369
$523K 0.01%
22,900
+4,600
370
$521K 0.01%
29,500
+2,800
371
$520K 0.01%
+55,700
372
$519K 0.01%
22,900
+7,800
373
$515K 0.01%
3,980
374
$514K 0.01%
36,021
375
$505K ﹤0.01%
+7,700
13 14
15
16 17