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
151
$8.98M 0.1%
161,427
+6,900
152
$8.96M 0.1%
263,349
-197,021
153
$8.96M 0.1%
110,638
+15,800
154
$8.95M 0.1%
19,838
-14,600
155
$8.93M 0.1%
181,238
+18,101
156
$8.93M 0.1%
215,435
+14,300
157
$8.92M 0.1%
275,400
-212,000
158
$8.9M 0.1%
151,592
-153,600
159
$8.89M 0.1%
+161,700
160
$8.83M 0.1%
696,055
-4,000
161
$8.82M 0.1%
187,681
-900
162
$8.81M 0.1%
85,064
+3,700
163
$8.8M 0.1%
+300,500
164
$8.8M 0.1%
124,888
-13,400
165
$8.77M 0.1%
113,079
+12,300
166
$8.74M 0.1%
44,936
+1,520
167
$8.74M 0.1%
+220,400
168
$8.72M 0.1%
386,826
+3,000
169
$8.7M 0.1%
266,014
-6,178
170
$8.68M 0.1%
115,600
-65,800
171
$8.64M 0.1%
340,800
-55,000
172
$8.64M 0.1%
130,848
-36,800
173
$8.62M 0.1%
157,596
-2,000
174
$8.6M 0.1%
111,136
+20,400
175
$8.55M 0.1%
209,426
-232,900
5 6
7
8 9