FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Institutional investor · Portfolio as of Q2 2021
Top Holdings503 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $530.9M | 4.7% | $111.35 | +134.96% | 10 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL C | 174,171 | $436.5M | 3.9% | $58.20 | +114.92% | 10 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.1M | $418.7M | 3.7% | $93.81 | +42.18% | 10 qtrssince 2019-Q1 | Decreased 0 |
CINTAS CORP | 1.1M | $405.8M | 3.6% | $46.94 | +93.69% | 10 qtrssince 2019-Q1 | Unchanged 0 |
META PLATFORMS INC-CLASS A | 1.1M | $395.1M | 3.5% | $176.75 | +97.71% | 10 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 98,813 | $339.9M | 3.0% | $93.65 | +84.10% | 10 qtrssince 2019-Q1 | Increased 58 |
GOLDMAN SACHS GROUP INC | 767,938 | $291.5M | 2.6% | $164.51 | +102.61% | 10 qtrssince 2019-Q1 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 646,879 | $276.9M | 2.4% | $333.27 | +20.58% | 10 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC-CL B | 807,789 | $224.5M | 2.0% | $200.70 | +37.63% | 10 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.3M | $214M | 1.9% | $115.73 | +24.51% | 10 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 761,941 | $186.1M | 1.6% | $164.87 | +45.64% | 10 qtrssince 2019-Q1 | Increased 51 |
UNITEDHEALTH GROUP INC | 457,201 | $183.1M | 1.6% | $223.74 | +65.19% | 10 qtrssince 2019-Q1 | Increased 48 |
CINCINNATI FINANCIAL CORP | 1.6M | $182.8M | 1.6% | $67.59 | +52.44% | 10 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 2.1M | $175.6M | 1.6% | $53.67 | +41.92% | 5 qtrssince 2020-Q2 | Increased 49 |
COMCAST CORP-CLASS A | 3.1M | $175.3M | 1.5% | $30.29 | +49.25% | 10 qtrssince 2019-Q1 | Decreased 0 |
HCA HOLDINGS INC | 837,251 | $173.1M | 1.5% | $100.59 | +96.95% | 5 qtrssince 2020-Q2 | Increased 51 |
TEXAS INSTRUMENTS INC | 897,036 | $172.5M | 1.5% | $87.94 | +88.74% | 10 qtrssince 2019-Q1 | Decreased 0 |
FIFTH THIRD BANCORP | 4.4M | $167M | 1.5% | $21.33 | +50.47% | 10 qtrssince 2019-Q1 | Increased 65 |
JONES LANG LASALLE INC | 852,296 | $166.6M | 1.5% | $141.83 | +39.85% | 10 qtrssince 2019-Q1 | Increased 49 |
BANK OF AMERICA CORP | 4M | $163.9M | 1.4% | $26.81 | +36.07% | 10 qtrssince 2019-Q1 | Decreased 0 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $11.3B across 503 positions as of Q2 2021. Top holdings: MSFT (4.7%), GOOG (3.9%), AAPL (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 33 new positions, 19 exits, 159 increased. Top move: FITB (INCREASED, conviction 65). Portfolio: $11.3B across 503 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer