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
51
$51.1M 0.55%
1,066,201
+164,712
52
$46.7M 0.5%
1,100,478
-473,466
53
$44.3M 0.47%
1,440,209
+6,966
54
$43M 0.46%
1,219,580
-88,655
55
$41.8M 0.45%
221,517
+32,485
56
$41.1M 0.44%
473,627
-23,237
57
$40.1M 0.43%
+494,534
58
$39.6M 0.42%
308,345
+21,303
59
$39.2M 0.42%
652,867
-18,506
60
$38.1M 0.41%
316,304
+17,459
61
$34.4M 0.37%
157,507
+2,340
62
$33.7M 0.36%
246,730
-23,406
63
$31.8M 0.34%
536,646
+25,196
64
$31.6M 0.34%
214,090
+18,694
65
$29.9M 0.32%
1,653,961
+1,439,725
66
$29.8M 0.32%
636,996
-10,400
67
$29.8M 0.32%
91,484
-180
68
$29.7M 0.32%
520,808
-24,800
69
$28.6M 0.3%
223,176
-1,107
70
$27.9M 0.3%
431,401
-11,200
71
$27.3M 0.29%
180,607
-20,941
72
$26.9M 0.29%
245,700
+110,826
73
$26.9M 0.29%
316,300
74
$26.6M 0.28%
1,085,018
-172,849
75
$26.1M 0.28%
98,412