FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Institutional investor · Portfolio as of Q4 2019
Top Holdings496 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 1.7M | $387.1M | 4.1% | $200.89 | +12.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.4M | $378.6M | 4.0% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $343.6M | 3.7% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 168,170 | $310.8M | 3.3% | $88.84 | +3.94% | 4 qtrssince 2019-Q1 | Decreased 0 |
CINTAS CORP | 1.1M | $285.9M | 3.0% | $47.19 | +34.08% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL C | 191,195 | $255.6M | 2.7% | $58.23 | +13.88% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $221.3M | 2.4% | $165.53 | +22.63% | 4 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.3M | $191.2M | 2.0% | $115.21 | +6.52% | 4 qtrssince 2019-Q1 | Increased 58 |
COMCAST CORP-CLASS A | 3.7M | $168.1M | 1.8% | $31.17 | +14.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.3M | $162.7M | 1.7% | $89.90 | +17.03% | 4 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE.COM INC | 916,709 | $149.1M | 1.6% | $156.36 | +2.64% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 488,834 | $143.7M | 1.5% | $218.89 | +21.74% | 4 qtrssince 2019-Q1 | Increased 51 |
JONES LANG LASALLE INC | 771,074 | $134.2M | 1.4% | $152.77 | +13.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 579,924 | $133.3M | 1.4% | $165.76 | +20.21% | 4 qtrssince 2019-Q1 | Decreased 0 |
CINCINNATI FINANCIAL CORP | 1.2M | $125.7M | 1.3% | $72.33 | +23.50% | 4 qtrssince 2019-Q1 | Increased 47 |
BRISTOL-MYERS SQUIBB CO | 1.9M | $122.4M | 1.3% | $36.73 | +36.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 807,414 | $116.8M | 1.2% | $112.53 | +24.82% | 4 qtrssince 2019-Q1 | Increased 50 |
BANK OF AMERICA CORP | 3.3M | $115M | 1.2% | $23.41 | +29.61% | 4 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 357,060 | $114.9M | 1.2% | $255.16 | +15.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 757,201 | $113.4M | 1.2% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $9.4B across 496 positions as of Q4 2019. Top holdings: BRK/B (4.1%), MSFT (4.0%), AAPL (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 44 new positions, 42 exits, 162 increased. Top move: JNJ (INCREASED, conviction 58). Portfolio: $9.4B across 496 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
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer