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
51
$44.5M 0.5%
1,658,684
+819
52
$43.6M 0.49%
174,001
+1,354
53
$43.3M 0.49%
234,526
-29
54
$38.7M 0.44%
214,830
-6,818
55
$38.5M 0.43%
431,668
-312
56
$37.8M 0.43%
1,656,643
-55,694
57
$37.4M 0.42%
663,620
-118,876
58
$35.3M 0.4%
471,735
+170
59
$34.4M 0.39%
948,490
+145,397
60
$32M 0.36%
186,220
-42,846
61
$31.1M 0.35%
+538,933
62
$30.8M 0.35%
219,468
+14,910
63
$30.7M 0.35%
1,102,404
+38
64
$30.4M 0.34%
240,309
+22,974
65
$30.1M 0.34%
+270,967
66
$29.6M 0.33%
874,364
-600
67
$29.6M 0.33%
400,804
+23,667
68
$26.1M 0.29%
432,753
69
$25.8M 0.29%
406,549
+160,849
70
$24.7M 0.28%
186,441
+160
71
$23.6M 0.27%
931,202
+194,500
72
$23.5M 0.27%
600,178
-42,300
73
$23M 0.26%
518,463
-58,300
74
$23M 0.26%
98,412
75
$22.3M 0.25%
318,615
1 2
3
4 5