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
201
$7.64M 0.08%
32,505
+8,504
202
$7.62M 0.08%
27,920
-40,086
203
$7.42M 0.08%
41,670
+8,917
204
$7.05M 0.08%
57,407
-2,745
205
$6.91M 0.07%
125,634
+90,608
206
$6.89M 0.07%
214,513
-425
207
$6.82M 0.07%
370,874
-21,407
208
$6.76M 0.07%
49,571
+29,064
209
$6.73M 0.07%
218,424
+60,549
210
$6.6M 0.07%
180,247
+38,572
211
$6.48M 0.07%
36,351
+2,184
212
$6.2M 0.07%
243,630
+23,493
213
$6.12M 0.07%
65,281
+13,888
214
$6.08M 0.06%
60,000
215
$6.08M 0.06%
263,200
+56,283
216
$6.05M 0.06%
63,504
+13,580
217
$6.01M 0.06%
63,465
+9,600
218
$5.96M 0.06%
63,667
+13,782
219
$5.88M 0.06%
45,834
+9,703
220
$5.81M 0.06%
108,430
+19,962
221
$5.7M 0.06%
103,511
-129,153
222
$5.43M 0.06%
67,066
+14,369
223
$5.19M 0.06%
59,706
+1,320
224
$5.18M 0.06%
28,958
+6,222
225
$5.09M 0.05%
239,291
-80,522
7 8
9
10 11