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
$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
126
$9.89M 0.11%
123,751
-1,581
127
$9.84M 0.11%
246,351
-69,852
128
$9.78M 0.11%
333,400
+288,200
129
$9.75M 0.11%
79,526
130
$9.65M 0.11%
698,000
-11,600
131
$9.55M 0.11%
35,688
-1,436
132
$9.47M 0.11%
904,951
-112,800
133
$9.46M 0.11%
18,551
-4,013
134
$9.44M 0.11%
328,906
+16,500
135
$9.4M 0.11%
669,510
-552,839
136
$9.39M 0.11%
127,700
-200
137
$9.37M 0.11%
+342,100
138
$9.28M 0.1%
82,394
+1,247
139
$9.27M 0.1%
+485,600
140
$9.21M 0.1%
445,767
-28,790
141
$9.2M 0.1%
130,273
+11,600
142
$9.19M 0.1%
225,581
+13,200
143
$9.16M 0.1%
137,340
-90,800
144
$9.15M 0.1%
319,687
+200
145
$9.13M 0.1%
115,703
-24,500
146
$9.12M 0.1%
240,773
-302,935
147
$9.08M 0.1%
+217,000
148
$9.08M 0.1%
109,900
-50,700
149
$9.07M 0.1%
98,000
-12,600
150
$9.03M 0.1%
189,702
+23,905
4 5
6
7 8