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
176
$11.7M 0.12%
414,548
+69,400
177
$11.6M 0.12%
77,892
-90,833
178
$11.6M 0.12%
95,864
179
$11.5M 0.12%
129,448
+28,921
180
$11.3M 0.12%
658,400
+133,400
181
$11.2M 0.12%
100,387
+22,973
182
$11.1M 0.12%
880,172
+238,400
183
$11.1M 0.12%
121,652
+26,469
184
$11M 0.12%
90,129
+22,903
185
$10.5M 0.11%
194,899
+118,595
186
$10.2M 0.11%
119,075
+5,544
187
$9.58M 0.1%
63,250
-18,774
188
$9.25M 0.1%
44,041
-28,130
189
$9.13M 0.1%
76,872
+27,370
190
$9.01M 0.1%
57,853
+9,365
191
$8.91M 0.1%
137,131
+33,688
192
$8.75M 0.09%
70,306
-31,776
193
$8.62M 0.09%
169,200
+44,924
194
$8.29M 0.09%
401,797
-550,891
195
$8.18M 0.09%
47,978
+7,240
196
$8.13M 0.09%
153,709
+31,726
197
$8.11M 0.09%
61,680
+13,240
198
$7.93M 0.08%
78,730
+16,432
199
$7.93M 0.08%
47,845
-6,868
200
$7.75M 0.08%
137,611
+32,760