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
$1.29B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$728K
3 +$684K
4
WHR icon
Whirlpool
WHR
+$660K
5
PNC icon
PNC Financial Services
PNC
+$527K

Top Sells

1 +$3.42M
2 +$2.3M
3 +$1.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$537K

Sector Composition

1 Technology 18.5%
2 Healthcare 17.76%
3 Financials 12.74%
4 Industrials 11.94%
5 Consumer Staples 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$241K 0.02%
+2,945
227
$240K 0.02%
1,850
-2,250
228
$237K 0.02%
+2,425
229
$226K 0.02%
492
230
$226K 0.02%
2,961
231
$226K 0.02%
4,597
-47
232
$223K 0.02%
+1,474
233
$222K 0.02%
1,680
234
$220K 0.02%
5,898
+146
235
$217K 0.02%
+888
236
$214K 0.02%
+2,060
237
$214K 0.02%
+4,278
238
$213K 0.02%
1,850
239
$210K 0.02%
+686
240
$209K 0.02%
3,340
241
$207K 0.02%
5,418
242
$203K 0.02%
+2,515
243
-5,445
244
-638
245
-6,759
246
-10,000
247
-18,635
248
-54,214
249
-2,780
250
-2,865