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
376
$504K ﹤0.01%
11,405
-3,040
377
$501K ﹤0.01%
27,400
+3,100
378
$501K ﹤0.01%
1,900
379
$496K ﹤0.01%
32,600
+2,800
380
$489K ﹤0.01%
+9,134
381
$485K ﹤0.01%
28,800
+2,000
382
$484K ﹤0.01%
7,900
383
$483K ﹤0.01%
+10,330
384
$483K ﹤0.01%
8,305
385
$483K ﹤0.01%
1,758
386
$482K ﹤0.01%
8,594
+500
387
$479K ﹤0.01%
9,242
+640
388
$469K ﹤0.01%
7,161
-1,925
389
$466K ﹤0.01%
22,000
390
$466K ﹤0.01%
6,400
-300
391
$463K ﹤0.01%
1,501
392
$458K ﹤0.01%
5,760
-40
393
$451K ﹤0.01%
10,069
-225
394
$445K ﹤0.01%
12,600
-500
395
$443K ﹤0.01%
2,508
396
$438K ﹤0.01%
3,849
+1,189
397
$433K ﹤0.01%
4,719
+410
398
$433K ﹤0.01%
1,684
-171
399
$432K ﹤0.01%
2,366
-93
400
$426K ﹤0.01%
1,834
-72
14 15
16
17 18