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
151
$11.6M 0.11%
121,930
+8,783
152
$11.6M 0.11%
130,956
-1,502
153
$11.6M 0.11%
255,154
-453,542
154
$11.6M 0.11%
301,104
+59,453
155
$11.6M 0.11%
641,850
+56,585
156
$11.6M 0.11%
104,110
+22,408
157
$11.5M 0.11%
268,743
-28,466
158
$11.5M 0.11%
+204,800
159
$11.5M 0.11%
130,821
-2,439
160
$11.5M 0.11%
58,301
+8,854
161
$11.5M 0.11%
353,517
+42,857
162
$11.5M 0.11%
175,983
-16,103
163
$11.4M 0.11%
96,435
+1,619
164
$11.4M 0.11%
114,801
+25,729
165
$11.4M 0.11%
94,304
+15,857
166
$11.3M 0.11%
208,249
-61,722
167
$11.3M 0.11%
105,785
-568
168
$11.3M 0.11%
555,504
+86,631
169
$11.2M 0.11%
+639,400
170
$11.2M 0.11%
300,723
-4,145
171
$11.2M 0.11%
83,766
+4,437
172
$11.2M 0.11%
132,763
-61,301
173
$11.1M 0.11%
246,005
-104,929
174
$11.1M 0.11%
741,146
-12,476
175
$11.1M 0.11%
115,578
+12,721
5 6
7
8 9