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
76
$21.5M 0.24%
402,695
-232,102
77
$21.2M 0.24%
920,439
-46,130
78
$21M 0.24%
+266,580
79
$20.8M 0.23%
143,909
80
$20.6M 0.23%
373,570
+19,093
81
$19.8M 0.22%
651,042
-1,825
82
$19.4M 0.22%
1,661,775
-9,372
83
$19.3M 0.22%
566,586
-22,100
84
$19.3M 0.22%
655,296
-24,500
85
$19.1M 0.22%
557,731
-134,600
86
$18.9M 0.21%
343,625
+13,570
87
$18.8M 0.21%
143,824
+4,177
88
$18.6M 0.21%
1,009,539
-350,253
89
$18.5M 0.21%
71,651
+2,450
90
$18M 0.2%
165,046
+174
91
$17.9M 0.2%
401,638
+7,673
92
$17.9M 0.2%
487,191
-3,566
93
$17.7M 0.2%
249,220
-2,160
94
$17.6M 0.2%
299,100
+16,700
95
$17.3M 0.19%
193,600
+46,700
96
$16.6M 0.19%
108,100
-14,600
97
$16.2M 0.18%
176,998
-8,378
98
$16.1M 0.18%
179,288
+101,000
99
$16M 0.18%
195,722
-26,916
100
$15.6M 0.18%
260,294
+101,900