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
26
$94.4M 1.01%
677,234
+38,359
27
$93.2M 0.99%
682,107
-54,144
28
$91.8M 0.98%
716,412
+138,548
29
$91M 0.97%
503,506
-32,396
30
$89.2M 0.95%
3,021,703
+51,764
31
$88M 0.94%
296,479
-56,441
32
$85.2M 0.91%
1,423,707
+150,998
33
$81.1M 0.86%
382,385
+11,161
34
$72.5M 0.77%
765,440
-281,498
35
$71.8M 0.77%
2,258,550
-26,804
36
$70.2M 0.75%
198,311
37
$68.9M 0.73%
1,198,426
-159,784
38
$65.6M 0.7%
2,026,530
-67,170
39
$63.2M 0.67%
1,242,689
-250,587
40
$62.4M 0.67%
291,170
-4
41
$61.8M 0.66%
963,361
+779,843
42
$61.2M 0.65%
206,946
+54,288
43
$61.1M 0.65%
1,648,959
-84,346
44
$57.7M 0.62%
1,202,075
-256,200
45
$56.9M 0.61%
1,415,019
-86,701
46
$56M 0.6%
+378,988
47
$54.5M 0.58%
640,746
-387,606
48
$54.3M 0.58%
146,681
-2,012
49
$52.3M 0.56%
264,582
-52,056
50
$51.3M 0.55%
287,564
+106,855
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