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
176
$11M 0.11%
74,275
+8,200
177
$11M 0.11%
151,745
+8,333
178
$11M 0.11%
76,029
-2,181
179
$10.9M 0.11%
66,250
+1,552
180
$10.9M 0.1%
456,246
+140,747
181
$10.9M 0.1%
113,796
-2,896
182
$10.8M 0.1%
136,990
-690
183
$10.7M 0.1%
246,711
-89,684
184
$10.7M 0.1%
82,224
-4,509
185
$10.6M 0.1%
192,332
-39,077
186
$10.6M 0.1%
243,833
+68,833
187
$10.5M 0.1%
+553,847
188
$10.4M 0.1%
+255,883
189
$10.4M 0.1%
234,464
-15,504
190
$10.4M 0.1%
266,034
+1,319
191
$10.4M 0.1%
118,984
-31,396
192
$10.3M 0.1%
74,618
+1,832
193
$10.2M 0.1%
54,127
-5,041
194
$10.1M 0.1%
83,317
+9,490
195
$10.1M 0.1%
36,056
+489
196
$10.1M 0.1%
141,223
+8,301
197
$10M 0.1%
50,683
+61
198
$10M 0.1%
78,992
-22,421
199
$10M 0.1%
125,538
-39,628
200
$9.9M 0.1%
173,531
-40,422
6 7
8
9 10