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FORT WASHINGTON INVESTMENT ADVISORS INC

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CINCINNATI OH Investment Advisor Hedge Fund
13F Summary

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WhaleScore 2.0 ?

85

S&P 500
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WhaleScore 1.0 ?

Fort Washington Investment Advisors is based out of Cincinnati. Fort Washington Investment Advisors is a hedge fund with 516 clients and discretionary assets under management (AUM) of $70,711,246,753 (Form ADV from 2024-02-01). Their last reported 13F filing for Q4 2023 included $14,456,101,564 in managed 13F securities and a top 10 holdings concentration of 28.85%. Fort Washington Investment Advisors's largest holding is Microsoft Corp. with shares held of 2,146,157. Whalewisdom has at least 99 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 5.58%
CTAS Cintas Corporation 4.43%
AAPL Apple Inc 4.24%
GOOG Alphabet Inc. Class 2.5%
AMZN Amazon.com Inc. 2.24%

2023-12-31

13F Activity

Market Value $14.5b, Prior: $13.2b
New Purchases 18 stocks
Added To 111 stocks
Sold out of 5 stocks
Reduced holdings in 169 stocks
Top 10 Holdings % 28.85%
Turnover %[1] 5.91%
Turnover Alt %[2] 2.03%
Time Held Top 20 20 quarters
Time Held Top 10 16 quarters
Time Held All 29.97 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance