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
451
$286K ﹤0.01%
3,958
-2,700
452
$285K ﹤0.01%
+18,400
453
$280K ﹤0.01%
3,050
454
$279K ﹤0.01%
9,711
-1,500
455
$278K ﹤0.01%
3,532
456
$278K ﹤0.01%
558
457
$276K ﹤0.01%
11,572
-209
458
$272K ﹤0.01%
2,117
+131
459
$270K ﹤0.01%
709
460
$267K ﹤0.01%
+4,030
461
$261K ﹤0.01%
900
462
$260K ﹤0.01%
2,735
-67
463
$260K ﹤0.01%
3,523
464
$260K ﹤0.01%
2,400
465
$259K ﹤0.01%
+5,614
466
$256K ﹤0.01%
1,317
467
$255K ﹤0.01%
1,941
468
$252K ﹤0.01%
+8,900
469
$244K ﹤0.01%
2,100
470
$242K ﹤0.01%
+3,800
471
$241K ﹤0.01%
4,700
-100
472
$240K ﹤0.01%
16,500
-1,600
473
$237K ﹤0.01%
+4,304
474
$237K ﹤0.01%
5,500
+600
475
$234K ﹤0.01%
3,941
17 18
19
20 21