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
$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
476
$215K ﹤0.01%
3,734
-768
477
$212K ﹤0.01%
+6,196
478
$210K ﹤0.01%
6,000
-9,200
479
$206K ﹤0.01%
+900
480
$205K ﹤0.01%
13,800
+1,800
481
$205K ﹤0.01%
+5,700
482
$202K ﹤0.01%
+2,735
483
$202K ﹤0.01%
5,620
-500
484
$191K ﹤0.01%
11,976
-1,000
485
$189K ﹤0.01%
14,400
-1,400
486
$177K ﹤0.01%
+14,400
487
$176K ﹤0.01%
15,300
+3,000
488
$172K ﹤0.01%
13,400
-300
489
$167K ﹤0.01%
+15,500
490
$147K ﹤0.01%
14,200
-6,400
491
$143K ﹤0.01%
12,631
-6,100
492
$111K ﹤0.01%
+11,104
493
$94K ﹤0.01%
26,245
494
$84K ﹤0.01%
+14,100
495
$46K ﹤0.01%
+19,000
496
– –
-96,937
497
– –
-2,470
498
– –
-5,550
499
– –
-419,000
500
– –
-42,884
17 18 19
20
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