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
201
$9.48M 0.09%
324,766
+29,205
202
$9.47M 0.09%
110,743
-3,700
203
$8.95M 0.09%
71,740
+356
204
$8.71M 0.08%
145,284
+58
205
$8.62M 0.08%
157,546
+1,000
206
$8.49M 0.08%
38,529
+24,703
207
$8.32M 0.08%
142,699
-200
208
$8.3M 0.08%
32,032
+467
209
$8.15M 0.08%
54,337
-160
210
$7.87M 0.08%
129,505
-49,522
211
$7.84M 0.08%
101,018
-111,048
212
$7.76M 0.07%
104,708
+28,615
213
$7.36M 0.07%
64,961
+85
214
$7.26M 0.07%
+6,369
215
$7.24M 0.07%
90,595
+36,478
216
$6.83M 0.07%
364,982
+39,761
217
$6.54M 0.06%
23,390
-135
218
$6.53M 0.06%
117,003
-1,475
219
$6.44M 0.06%
70,740
+25
220
$6.29M 0.06%
299,080
+45,900
221
$6.23M 0.06%
63,551
+884
222
$6.1M 0.06%
440,971
+67,252
223
$6.08M 0.06%
60,000
224
$6.01M 0.06%
50,180
-7,350
225
$6M 0.06%
27,643
-8,368
7 8
9
10 11