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
276
$1.59M 0.02%
12,756
+10,381
277
$1.57M 0.02%
49,800
278
$1.57M 0.02%
74,197
-24,162
279
$1.5M 0.02%
19,727
+332
280
$1.5M 0.02%
37,700
-14,099
281
$1.48M 0.02%
6,735
-500
282
$1.47M 0.02%
87,900
283
$1.43M 0.02%
15,992
-669
284
$1.4M 0.01%
15,113
+650
285
$1.37M 0.01%
7,105
-325
286
$1.36M 0.01%
18,040
+1,550
287
$1.35M 0.01%
26,607
+1,899
288
$1.3M 0.01%
+11,531
289
$1.29M 0.01%
22,400
+4,300
290
$1.29M 0.01%
15,235
-1,200
291
$1.28M 0.01%
15,630
+1,400
292
$1.26M 0.01%
25,717
-1,100
293
$1.25M 0.01%
38,415
+4,767
294
$1.22M 0.01%
35,508
+2,468
295
$1.2M 0.01%
7,513
-104,291
296
$1.2M 0.01%
23,812
-660
297
$1.15M 0.01%
24,400
+1,000
298
$1.13M 0.01%
68,259
299
$1.13M 0.01%
3,490
+2
300
$1.1M 0.01%
11,691
+1,024
10 11
12
13 14