FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.88B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$81.5M
2
+$48.7M
3
+$31.1M
4
PH icon
Parker-Hannifin
PH
+$30.9M
5
SBUX icon
Starbucks
SBUX
+$30.9M

Top Sells

1
+$61.6M
2
+$52.1M
3
+$46.9M
4
YUMC icon
Yum China
YUMC
+$43.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38M

Sector Composition

1 Technology 22.44%
2 Financials 12.85%
3 Industrials 12.41%
4 Communication Services 12.2%
5 Consumer Discretionary 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$87.8M 0.99%
1,467,149
-2,391
27
$87.7M 0.99%
759,868
+18,754
28
$87.4M 0.99%
1,188,140
+419,292
29
$83.4M 0.94%
386,504
+5,828
30
$81.6M 0.92%
287,870
+63,100
31
$81.5M 0.92%
+839,897
32
$81.3M 0.92%
2,344,836
+29,540
33
$80.6M 0.91%
207,586
+2,111
34
$78.9M 0.89%
1,763,768
+41,070
35
$77.6M 0.87%
1,108,169
+351,629
36
$77.3M 0.87%
1,254,242
-66,629
37
$76.6M 0.86%
3,224,092
-213,431
38
$75M 0.84%
1,245,906
+20,619
39
$74.4M 0.84%
790,836
+4,041
40
$73.8M 0.83%
394,015
+40,027
41
$66.7M 0.75%
363,860
+168,812
42
$64.9M 0.73%
1,148,683
+861,397
43
$60.7M 0.68%
1,142,354
-12,183
44
$60.6M 0.68%
313,830
-187,205
45
$60.2M 0.68%
291,135
46
$57.8M 0.65%
3,000,186
+581,848
47
$56.7M 0.64%
563,067
-1,089
48
$52.4M 0.59%
389,561
-50,918
49
$48.8M 0.55%
1,047,314
-44,076
50
$47.6M 0.54%
1,837,035
+684,712
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