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
76
$23.5M 0.23%
358,298
-95,709
77
$22.8M 0.22%
102,856
-2,492
78
$22.5M 0.22%
407,467
-37,974
79
$22.5M 0.22%
305,821
-51,621
80
$22.1M 0.21%
651,712
+334,296
81
$21.7M 0.21%
28,764
-11
82
$21.7M 0.21%
554,784
-360
83
$21.6M 0.21%
410,580
+4,672
84
$21.4M 0.21%
367,729
+36,114
85
$21.2M 0.2%
318,615
86
$20.6M 0.2%
128,078
+356
87
$20.1M 0.19%
307,132
+89,472
88
$19.8M 0.19%
427,560
+7,070
89
$19.8M 0.19%
53,622
+11,577
90
$18.4M 0.18%
83,374
+55,960
91
$18.2M 0.18%
541,199
+18,483
92
$18M 0.17%
75,911
-2,879
93
$17.6M 0.17%
647,715
+80,702
94
$17.6M 0.17%
75,814
-551
95
$17.3M 0.17%
592,852
-361,486
96
$17.3M 0.17%
100,646
+20
97
$16.8M 0.16%
605,466
+217,466
98
$16.4M 0.16%
539,481
+36,312
99
$16.2M 0.16%
148,924
-8
100
$16M 0.15%
212,820
+8,078
2 3
4
5 6