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
426
$365K ﹤0.01%
+7,500
427
$361K ﹤0.01%
2,621
-1,009
428
$358K ﹤0.01%
5,850
-19,103
429
$358K ﹤0.01%
76
-3
430
$356K ﹤0.01%
3,064
-1
431
$346K ﹤0.01%
9,365
-3,000
432
$344K ﹤0.01%
12,800
-2,500
433
$342K ﹤0.01%
9,600
-1,800
434
$339K ﹤0.01%
5,551
-217
435
$333K ﹤0.01%
3,734
436
$330K ﹤0.01%
3,782
437
$321K ﹤0.01%
1,539
-336
438
$318K ﹤0.01%
4,102
439
$316K ﹤0.01%
5,080
-201
440
$312K ﹤0.01%
8,277
+177
441
$310K ﹤0.01%
4,809
442
$295K ﹤0.01%
3,226
+555
443
$294K ﹤0.01%
6,822
+300
444
$293K ﹤0.01%
6,285
-246
445
$292K ﹤0.01%
4,900
-600
446
$292K ﹤0.01%
+17,060
447
$291K ﹤0.01%
+2,880
448
$290K ﹤0.01%
2,690
+295
449
$290K ﹤0.01%
2,631
-104
450
$290K ﹤0.01%
1,930
16 17
18
19 20