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
76
$25.5M 0.27%
458,620
-41,634
77
$25.5M 0.27%
312,805
-15,985
78
$25.5M 0.27%
143,813
79
$25.4M 0.27%
874,964
80
$25M 0.27%
888,049
+45,541
81
$24.9M 0.27%
385,000
-73
82
$24.7M 0.26%
333,992
-7,700
83
$24.6M 0.26%
603,878
-60,500
84
$23.7M 0.25%
1,754,496
+949,700
85
$23.7M 0.25%
443,787
86
$23M 0.25%
390,619
+3,900
87
$22.7M 0.24%
258,220
-40,431
88
$22.6M 0.24%
420,703
+101,932
89
$22M 0.24%
722,626
-116,900
90
$21.9M 0.23%
462,263
+130,900
91
$21.9M 0.23%
104,040
-104,494
92
$21.5M 0.23%
351,963
-298,229
93
$21.3M 0.23%
384,197
+71,808
94
$21.2M 0.23%
318,615
95
$20.8M 0.22%
378,210
+55,559
96
$20.7M 0.22%
337,618
+61,960
97
$20.1M 0.21%
177,456
+21,059
98
$19.5M 0.21%
154,656
-18,366
99
$19.4M 0.21%
+530,511
100
$18.9M 0.2%
94,221
-109,341
2 3
4
5 6