We are live on ! Find out more
FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
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
+$54M
2
+$51.6M
3
+$38.5M
4
GBDC icon
Golub Capital BDC
GBDC
+$25.4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$18.2M

Top Sells

1
+$58.5M
2
+$46.3M
3
+$40.8M
4
BKNG icon
Booking.com
BKNG
+$35.8M
5
COR icon
Cencora
COR
+$33.2M

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
501
– –
-233,109
502
– –
-36,354
503
– –
-5,599
504
– –
-180,480
505
– –
-165,000
506
– –
-9,920
507
– –
-3,205
508
– –
-72,297
509
– –
-350,000
510
– –
-154,822
511
– –
-22,000
512
– –
-2,880
513
– –
-15,955
514
– –
-334,356
515
– –
-317,367
516
– –
-299,603
517
– –
-29,201
518
– –
-131,802
519
– –
-8,000
520
– –
-4,160
521
– –
-629,678
522
– –
-53,916
523
– –
-12,741
524
– –
-26,745
525
– –
-1,183
18 19 20
21
22