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
176
$8.51M 0.1%
63,500
+1,500
177
$8.48M 0.1%
18,785
-103,905
178
$8.46M 0.1%
334,116
-131,000
179
$8.43M 0.09%
238,806
+11,500
180
$8.42M 0.09%
44,488
-5,000
181
$8.41M 0.09%
+345,400
182
$8.34M 0.09%
189,500
+200
183
$8.19M 0.09%
55,011
+2,208
184
$8.18M 0.09%
767,132
-117,143
185
$8.15M 0.09%
33,740
186
$8.1M 0.09%
506,461
+82,800
187
$8.02M 0.09%
77,115
-112,100
188
$8.02M 0.09%
324,681
+4,200
189
$7.99M 0.09%
70,226
-40,900
190
$7.97M 0.09%
49,148
+4,421
191
$7.84M 0.09%
109,052
+2,460
192
$7.82M 0.09%
148,837
-4,800
193
$7.22M 0.08%
88,533
-376
194
$7.14M 0.08%
82,188
195
$7.06M 0.08%
54,902
-1,400
196
$6.81M 0.08%
47,582
+146
197
$6.71M 0.08%
183,606
198
$6.68M 0.08%
86,845
-55,338
199
$6.51M 0.07%
+114,700
200
$6.45M 0.07%
66,160