FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Institutional investor · Portfolio as of Q4 2022
Top Holdings385 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.4M | $565.6M | 4.4% | $157.86 | +48.37% | 16 qtrssince 2019-Q1 | Decreased 0 |
CINTAS CORP | 1.1M | $479.7M | 3.7% | $47.19 | +132.46% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.3M | $429.1M | 3.3% | $103.00 | +23.93% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.8M | $309.5M | 2.4% | $125.61 | +28.38% | 16 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 551,935 | $292.6M | 2.3% | $271.90 | +84.59% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 889,332 | $274.7M | 2.1% | $210.84 | +46.51% | 16 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 735,605 | $252.6M | 2.0% | $212.84 | +49.62% | 16 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 2.3M | $252.3M | 2.0% | $52.54 | +88.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2.8M | $250.5M | 1.9% | $95.21 | -7.50% | 16 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 2.8M | $228.5M | 1.8% | $62.87 | +24.94% | 16 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 1.1M | $225.2M | 1.7% | $195.63 | +3.21% | 16 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 2.1M | $215.6M | 1.7% | $62.17 | +50.09% | 11 qtrssince 2020-Q2 | Decreased 0 |
BANK OF AMERICA CORP | 6.3M | $208.6M | 1.6% | $30.84 | -0.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 1.9M | $196.2M | 1.5% | $67.57 | +30.50% | 16 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1.2M | $195.6M | 1.5% | $116.11 | +27.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.3M | $181.6M | 1.4% | $81.17 | -12.54% | 16 qtrssince 2019-Q1 | Increased 77 |
DUPONT DE NEMOURS INC | 2.6M | $181.6M | 1.4% | $72.52 | +10.92% | 15 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.2M | $181.1M | 1.4% | $108.70 | -22.72% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMERISOURCEBERGEN CORP | 1.1M | $175M | 1.4% | $88.19 | +82.47% | 16 qtrssince 2019-Q1 | Increased 48 |
FIFTH THIRD BANCORP | 5.2M | $169.6M | 1.3% | $23.29 | +24.71% | 16 qtrssince 2019-Q1 | Decreased 0 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ manages $12.9B across 385 positions as of Q4 2022. Top holdings: MSFT (4.4%), CTAS (3.7%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 21 new positions, 38 exits, 122 increased. Top move: MDT (INCREASED, conviction 77). Portfolio: $12.9B across 385 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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