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
476
$216K ﹤0.01%
3,820
477
$215K ﹤0.01%
5,702
478
$214K ﹤0.01%
+1,007
479
$213K ﹤0.01%
+4,600
480
$212K ﹤0.01%
+8,026
481
$212K ﹤0.01%
14,275
+3,800
482
$209K ﹤0.01%
+28,650
483
$207K ﹤0.01%
2,463
-194
484
$207K ﹤0.01%
1,050
-210
485
$206K ﹤0.01%
6,600
-7,000
486
$204K ﹤0.01%
+2,600
487
$203K ﹤0.01%
22,826
488
$202K ﹤0.01%
+3,773
489
$200K ﹤0.01%
+1,500
490
$180K ﹤0.01%
3,616
491
$176K ﹤0.01%
10,353
492
$137K ﹤0.01%
6,868
493
$119K ﹤0.01%
2,810
-1,480
494
$104K ﹤0.01%
10,200
-15,000
495
$80K ﹤0.01%
+26,445
496
$79K ﹤0.01%
36,021
497
– –
-1,183
498
– –
-681,319
499
– –
-16,766
500
– –
-18,758
18 19
20
21 22