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
101
$18.6M 0.2%
1,183,320
102
$18.2M 0.19%
75,580
-64,848
103
$17.6M 0.19%
287,286
104
$17.5M 0.19%
1,109,114
-20,000
105
$17.3M 0.18%
123,000
106
$17.3M 0.18%
117,347
+20,494
107
$17.2M 0.18%
256,900
-412,380
108
$16M 0.17%
7,800
-18,212
109
$16M 0.17%
1,043,700
+98,700
110
$15.6M 0.17%
136,550
+1,707
111
$15.6M 0.17%
898,700
+171,000
112
$15.4M 0.16%
67,079
+12,971
113
$15.4M 0.16%
373,550
-3,480
114
$14.9M 0.16%
200,672
+42,672
115
$14.7M 0.16%
396,586
+97,562
116
$14.7M 0.16%
1,143,100
+95,400
117
$14.6M 0.16%
105,800
+26,524
118
$14.4M 0.15%
67,589
+12,865
119
$14.1M 0.15%
170,422
+67,756
120
$13.9M 0.15%
+614,026
121
$13.5M 0.14%
+932,900
122
$13.4M 0.14%
26,701
+12,419
123
$13.3M 0.14%
326,640
+5,724
124
$13.3M 0.14%
452,502
+3,900
125
$13.3M 0.14%
442,600
-124,373