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
101
$16M 0.15%
66,834
+2,243
102
$15.7M 0.15%
47,503
+647
103
$15.5M 0.15%
143,194
+1,821
104
$15.1M 0.15%
960,660
+615,195
105
$14.9M 0.14%
138,131
+45,383
106
$14.9M 0.14%
531,553
-194,539
107
$14.3M 0.14%
65,039
+27,503
108
$14M 0.14%
365,718
+24,173
109
$13.8M 0.13%
183,154
-12,117
110
$13.8M 0.13%
265,980
-75,155
111
$13.6M 0.13%
141,332
+8,120
112
$13.5M 0.13%
586,012
+543,407
113
$13.3M 0.13%
95,682
+1,287
114
$13.3M 0.13%
127,398
+415
115
$13.2M 0.13%
269,059
+12,925
116
$13.2M 0.13%
77,705
+651
117
$13.2M 0.13%
191,664
+25,025
118
$12.9M 0.12%
357,312
+5,777
119
$12.8M 0.12%
+310,395
120
$12.7M 0.12%
167,823
+6,750
121
$12.7M 0.12%
389,897
+24,316
122
$12.7M 0.12%
232,259
-6,189
123
$12.7M 0.12%
155,152
+5,862
124
$12.6M 0.12%
+619,699
125
$12.6M 0.12%
186,900
+176,800
3 4
5
6 7