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
26
$112M 1.08%
2,995,753
-4,170
27
$110M 1.06%
1,428,382
+133,716
28
$109M 1.05%
2,397,636
+131,354
29
$108M 1.04%
989,650
-122,697
30
$105M 1.02%
1,188,653
+42,861
31
$105M 1.02%
827,370
+10,773
32
$101M 0.97%
1,932,110
+155,070
33
$98.1M 0.95%
310,906
-24,304
34
$90.2M 0.87%
1,290,864
+36,601
35
$87.5M 0.84%
2,207,792
+83,987
36
$87.3M 0.84%
1,564,204
-90,765
37
$87.1M 0.84%
350,407
-699
38
$84.3M 0.81%
208,921
39
$82.8M 0.8%
701,630
+28,061
40
$79.7M 0.77%
351,344
+13,799
41
$79.6M 0.77%
943,597
-171,598
42
$73.9M 0.71%
567,916
-1,680
43
$70.4M 0.68%
332,452
+74,199
44
$69.5M 0.67%
376,824
-311,376
45
$63.9M 0.62%
1,770,677
+88,367
46
$56.6M 0.55%
495,995
+89,546
47
$55.1M 0.53%
362,034
-331,578
48
$54.7M 0.53%
244,453
+36,407
49
$54.1M 0.52%
399,638
-4,402
50
$52.1M 0.5%
969,417
-115,769
1
2
3 4 5