GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$9.14M
2 +$5.82M
3 +$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1 +$8.31M
2 +$3M
3 +$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
0
227
-3,570
228
-3,235
229
-9,845
230
-8,500
231
-3,786