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
451
$266K ﹤0.01%
4,733
452
$266K ﹤0.01%
5,125
-155
453
$262K ﹤0.01%
+10,000
454
$262K ﹤0.01%
15,494
-400
455
$260K ﹤0.01%
1,700
456
$260K ﹤0.01%
+4,337
457
$260K ﹤0.01%
1,700
458
$257K ﹤0.01%
+2,000
459
$252K ﹤0.01%
6,455
460
$251K ﹤0.01%
10,100
-5,500
461
$247K ﹤0.01%
+9,752
462
$244K ﹤0.01%
3,542
-150
463
$244K ﹤0.01%
9,040
464
$241K ﹤0.01%
15,100
-2,400
465
$238K ﹤0.01%
7,400
-1,000
466
$238K ﹤0.01%
6,638
-33
467
$232K ﹤0.01%
6,073
468
$232K ﹤0.01%
+7,600
469
$230K ﹤0.01%
+628
470
$229K ﹤0.01%
4,260
-123
471
$229K ﹤0.01%
2,700
472
$229K ﹤0.01%
2,117
473
$221K ﹤0.01%
+1,985
474
$219K ﹤0.01%
20,000
-3,000
475
$219K ﹤0.01%
+9,300