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
326
$843K 0.01%
33,000
-1,300
327
$839K 0.01%
32,448
-51,756
328
$829K 0.01%
9,500
329
$829K 0.01%
+13,570
330
$827K 0.01%
82,500
-24,800
331
$802K 0.01%
14,962
+1,700
332
$792K 0.01%
13,660
-502
333
$786K 0.01%
6,525
334
$781K 0.01%
12,961
-124
335
$780K 0.01%
26,230
-2,352
336
$779K 0.01%
5,300
337
$779K 0.01%
4,075
338
$763K 0.01%
11,719
+1,900
339
$759K 0.01%
12,861
-134
340
$745K 0.01%
36,360
-74,360
341
$743K 0.01%
44,292
342
$730K 0.01%
10,400
+700
343
$719K 0.01%
7,877
-260
344
$714K 0.01%
6,367
+858
345
$705K 0.01%
3,633
-75
346
$700K 0.01%
14,400
+3,800
347
$700K 0.01%
6,470
-2,034
348
$700K 0.01%
2,155
-47
349
$692K 0.01%
9,800
+3,700
350
$691K 0.01%
18,560
-2,400
12 13
14
15 16