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
$9.38B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$50.1M
3
+$40.1M
4
GBDC icon
Golub Capital BDC
GBDC
+$26M
5
ONTO icon
Onto Innovation
ONTO
+$19.4M

Top Sells

1
+$61M
2
+$49.7M
3
+$42.3M
4
BKNG icon
Booking.com
BKNG
+$37.4M
5
AAPL icon
Apple
AAPL
+$35.7M

Sector Composition

1 Technology 17.62%
2 Financials 15.77%
3 Industrials 12.29%
4 Healthcare 11.89%
5 Communication Services 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.07M 0.05%
257,700
-37,305
227
$4.9M 0.05%
49,150
+10,454
228
$4.83M 0.05%
+425,928
229
$4.8M 0.05%
257,461
+10,085
230
$4.63M 0.05%
307,170
+80,742
231
$4.61M 0.05%
54,249
+11,694
232
$4.51M 0.05%
210,294
+9,137
233
$4.19M 0.04%
10,772
+1,193
234
$4.1M 0.04%
212,532
-129,928
235
$4.07M 0.04%
151,921
+32,255
236
$3.99M 0.04%
44,062
+9,063
237
$3.87M 0.04%
275,530
+13,891
238
$3.6M 0.04%
135,400
239
$3.58M 0.04%
75,226
-3,100
240
$3.34M 0.04%
300,000
+65,000
241
$3.2M 0.03%
59,596
-3,980
242
$3.12M 0.03%
34,500
243
$3.11M 0.03%
28,134
+5,011
244
$2.99M 0.03%
147,908
245
$2.92M 0.03%
461,909
+20,796
246
$2.9M 0.03%
13,621
+2,789
247
$2.9M 0.03%
9,589
+415
248
$2.87M 0.03%
+96,000
249
$2.76M 0.03%
114,844
+25,575
250
$2.69M 0.03%
9,159
-1,463
8 9
10
11 12