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
51
$49M 0.47%
2,143,093
+572,347
52
$47M 0.45%
271,644
+3,293
53
$44.8M 0.43%
417,499
+33,914
54
$43.9M 0.42%
180,023
+56,692
55
$41M 0.4%
112,678
-65,684
56
$39.1M 0.38%
697,616
-3,582
57
$37.4M 0.36%
384,883
-65,679
58
$36.8M 0.35%
120,416
+11,155
59
$36.2M 0.35%
161,363
+13,851
60
$33.8M 0.33%
354,070
-62,385
61
$33.1M 0.32%
116,386
-428
62
$31.8M 0.31%
224,552
+32,532
63
$31.5M 0.3%
104,635
64
$31M 0.3%
483,319
65
$30.6M 0.3%
477,782
+6,638
66
$30.5M 0.29%
791,621
-2,978
67
$27.6M 0.27%
+194,113
68
$27.2M 0.26%
655,773
-211,225
69
$27M 0.26%
258,121
+3,168
70
$26.8M 0.26%
517,782
+6,952
71
$26.2M 0.25%
221,493
+39,630
72
$26.1M 0.25%
440,953
+4,000
73
$25.7M 0.25%
977,422
+74,695
74
$25.5M 0.25%
1,741,145
+79,370
75
$25.4M 0.25%
191,824
+45,273
1 2
3
4 5