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
151
$12.8M 0.14%
257,181
+11,900
152
$12.8M 0.14%
184,000
-28,000
153
$12.8M 0.14%
+131,400
154
$12.8M 0.14%
218,781
-48,800
155
$12.7M 0.14%
148,294
-59,000
156
$12.7M 0.14%
618,271
+104,103
157
$12.7M 0.14%
335,027
-3,800
158
$12.7M 0.13%
81,588
-1,800
159
$12.6M 0.13%
224,237
-14,600
160
$12.6M 0.13%
151,115
-8,000
161
$12.6M 0.13%
220,379
+21,190
162
$12.6M 0.13%
169,088
+7,300
163
$12.5M 0.13%
395,300
+141,270
164
$12.5M 0.13%
206,240
+30,308
165
$12.4M 0.13%
141,012
+29,560
166
$12.3M 0.13%
+417,200
167
$12.3M 0.13%
1,255,986
-226,400
168
$12.3M 0.13%
556,275
-72,100
169
$12.2M 0.13%
+538,211
170
$12.2M 0.13%
106,088
+7,800
171
$12.2M 0.13%
205,682
-11,000
172
$12.1M 0.13%
117,326
-15,200
173
$12.1M 0.13%
103,147
+22,537
174
$12M 0.13%
303,522
+64,137
175
$11.8M 0.13%
336,600
-30,400
5 6
7
8 9