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
476
$231K ﹤0.01%
+10,700
477
$231K ﹤0.01%
1,470
478
$226K ﹤0.01%
6,745
-8,500
479
$224K ﹤0.01%
3,600
480
$221K ﹤0.01%
3,719
-3,700
481
$215K ﹤0.01%
13,531
-1,800
482
$208K ﹤0.01%
16,500
-1,400
483
$205K ﹤0.01%
+4,187
484
$205K ﹤0.01%
+6,000
485
$172K ﹤0.01%
40,000
-1,500
486
$163K ﹤0.01%
15,800
+4,600
487
$163K ﹤0.01%
+16,000
488
$162K ﹤0.01%
+15,200
489
$103K ﹤0.01%
10,145
-8,900
490
– –
-18,679
491
– –
-13,467
492
– –
-14,200
493
– –
-137,022
494
– –
-16,900
495
– –
-93,529
496
– –
-10,800
497
– –
-138,541
498
– –
-46,332
499
– –
-16,402
500
– –
-8,430
18 19
20
21 22