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
101
$15.1M 0.17%
27,760
102
$14.4M 0.16%
88,469
103
$14.3M 0.16%
175,700
+1,200
104
$14.2M 0.16%
144,767
+10,456
105
$14.1M 0.16%
550,129
+103,668
106
$13.6M 0.15%
149,236
+2,182
107
$13.3M 0.15%
94,019
-454
108
$13.2M 0.15%
203,104
-4,560
109
$13.1M 0.15%
274,519
-145,600
110
$12.9M 0.15%
408,830
-3,480
111
$12.8M 0.14%
361,060
+86,190
112
$12.8M 0.14%
212,424
+520
113
$12.6M 0.14%
144,006
-705,355
114
$12.3M 0.14%
57,894
-1,325
115
$11.8M 0.13%
106,347
-80
116
$11.6M 0.13%
93,722
117
$11.3M 0.13%
345,001
+4,100
118
$11.1M 0.13%
636,463
119
$10.9M 0.12%
46,330
-10,313
120
$10.8M 0.12%
349,016
121
$10.3M 0.12%
+487,700
122
$10.2M 0.12%
55,836
-2,257
123
$10.1M 0.11%
200,622
-70,637
124
$9.94M 0.11%
115,500
+27,900
125
$9.9M 0.11%
181,133
+14,846