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
201
$6.38M 0.07%
60,000
202
$6.23M 0.07%
150,009
+19,156
203
$5.87M 0.07%
16,098
+906
204
$5.83M 0.07%
63,720
-59
205
$5.83M 0.07%
48,613
-107,267
206
$5.8M 0.07%
48,371
+561
207
$5.7M 0.06%
65,104
-715
208
$5.51M 0.06%
76,560
-1,110
209
$5.46M 0.06%
145,446
+7,490
210
$5.39M 0.06%
25,091
211
$5.35M 0.06%
32,656
-327
212
$5.34M 0.06%
58,424
-350
213
$5.22M 0.06%
30,118
214
$4.99M 0.06%
290,936
+16,775
215
$4.66M 0.05%
79,294
+6,183
216
$4.64M 0.05%
28,292
-36,285
217
$4.63M 0.05%
14,950
-950
218
$4.58M 0.05%
317,221
+2,840
219
$4.56M 0.05%
2,866
-34
220
$4.46M 0.05%
72,356
-6,763
221
$4.32M 0.05%
22,517
+17,554
222
$4.26M 0.05%
56,234
223
$4.12M 0.05%
67,565
224
$4M 0.05%
242,830
+2,300
225
$3.83M 0.04%
22,486
+2,486
7 8
9
10 11