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
126
$13.3M 0.14%
27,333
-26,165
127
$13.3M 0.14%
171,327
-20,600
128
$13.2M 0.14%
+190,400
129
$13.2M 0.14%
200,736
-9,200
130
$13.1M 0.14%
+82,700
131
$13.1M 0.14%
29,838
+300
132
$13.1M 0.14%
374,301
+62,700
133
$13.1M 0.14%
131,000
-6,000
134
$13.1M 0.14%
732,316
-134,867
135
$13M 0.14%
341,979
+27,600
136
$13M 0.14%
283,106
-31,700
137
$13M 0.14%
237,248
-17,200
138
$13M 0.14%
343,031
-3,800
139
$13M 0.14%
182,840
-18,700
140
$13M 0.14%
151,100
-30,400
141
$12.9M 0.14%
931,055
-49,500
142
$12.9M 0.14%
109,179
-8,000
143
$12.9M 0.14%
171,100
-4,400
144
$12.9M 0.14%
157,873
-13,400
145
$12.9M 0.14%
704,761
+142,000
146
$12.9M 0.14%
374,972
+11,500
147
$12.8M 0.14%
292,106
148
$12.8M 0.14%
558,300
+17,300
149
$12.8M 0.14%
298,481
-56,800
150
$12.8M 0.14%
190,135
-52,200
4 5
6
7 8