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
401
$425K ﹤0.01%
3,325
-75
402
$421K ﹤0.01%
1,890
-225
403
$421K ﹤0.01%
14,900
-5,300
404
$420K ﹤0.01%
1,957
405
$418K ﹤0.01%
2,165
-80
406
$417K ﹤0.01%
13,460
-3,100
407
$410K ﹤0.01%
9,857
-5,196
408
$404K ﹤0.01%
15,239
+3,100
409
$403K ﹤0.01%
3,400
-134
410
$401K ﹤0.01%
+12,300
411
$396K ﹤0.01%
7,785
+600
412
$396K ﹤0.01%
+20,000
413
$396K ﹤0.01%
11,813
-830
414
$395K ﹤0.01%
7,300
+500
415
$394K ﹤0.01%
2,400
-150
416
$390K ﹤0.01%
7,432
-293
417
$388K ﹤0.01%
10,595
-7,000
418
$386K ﹤0.01%
1
419
$380K ﹤0.01%
7,452
420
$375K ﹤0.01%
+8,200
421
$374K ﹤0.01%
3,257
-73
422
$374K ﹤0.01%
266
+38
423
$370K ﹤0.01%
4,763
-185
424
$367K ﹤0.01%
4,444
425
$367K ﹤0.01%
6,715
-2,800
15 16
17
18 19