GIA
Guyasuta Investment Advisors Portfolio holdings
AUM
$1.63B
This Quarter Return
+0.65%
1 Year Return
+20.57%
3 Year Return
+62.51%
5 Year Return
+123.21%
10 Year Return
+261.74%
AUM
$1.4B
AUM Growth
+$1.4B
(+0.86%)
Cap. Flow
-$4.4M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
273
New
8
Increased
82
Reduced
71
Closed
11
Top Buys
| 1 |
Lockheed Martin
LMT
|
$1.77M |
| 2 |
Chevron
CVX
|
$1.64M |
| 3 |
CF Industries
CF
|
$1.22M |
| 4 |
DXC Technology
DXC
|
$1.21M |
| 5 |
Bristol-Myers Squibb
BMY
|
$864K |
Top Sells
| 1 |
HRC
HILL-ROM HOLDINGS, INC.
HRC
|
$1.27M |
| 2 |
Microsoft
MSFT
|
$801K |
| 3 |
H.B. Fuller
FUL
|
$620K |
| 4 |
Boeing
BA
|
$619K |
| 5 |
Vanguard Materials ETF
VAW
|
$588K |
Sector Composition
| 1 | Technology | 16.98% |
| 2 | Healthcare | 16.39% |
| 3 | Financials | 13.28% |
| 4 | Communication Services | 12.16% |
| 5 | Industrials | 11.54% |
