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
$1.2B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$6.67M
3
+$1.65M
4
DXC icon
DXC Technology
DXC
+$1.48M
5
BAC icon
Bank of America
BAC
+$1.36M

Top Sells

1
+$30.5M
2
+$3.59M
3
+$2.79M
4
MSFT icon
Microsoft
MSFT
+$2.06M
5
PFE icon
Pfizer
PFE
+$1.44M

Sector Composition

1 Healthcare 17.45%
2 Technology 13.98%
3 Financials 13.25%
4 Communication Services 11.7%
5 Industrials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.02%
+4,499
227
$204K 0.02%
+1,037
228
$204K 0.02%
+408
229
$201K 0.02%
+934
230
$200K 0.02%
+1,650
231
– –
-2,523
232
– –
-17,436
233
– –
-504,976
6 7 8 9
10