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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
526
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-681,319
527
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-16,766
528
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-18,758
529
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-22,621
530
– –
-220,867
531
– –
-195,856
532
– –
-481,000
533
– –
-7,305
534
– –
-15,600
535
– –
-259,737
536
– –
-4,305
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