GIA
Guyasuta Investment Advisors Portfolio holdings
AUM
$1.63B
1-Year Return
20.57%
This Quarter Return
+0.09%
1 Year Return
+20.57%
3 Year Return
+62.51%
5 Year Return
+123.21%
10 Year Return
+261.74%
AUM
$1.53B
AUM Growth
-$60.6M
(-3.8%)
Cap. Flow
-$45.6M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
41.67%
Holding
270
New
8
Increased
45
Reduced
107
Closed
21
Top Buys
| 1 |
Ferguson
FERG
|
+$12.9M |
| 2 |
Vulcan Materials
VMC
|
+$11.9M |
| 3 |
Meta Platforms (Facebook)
META
|
+$11.4M |
| 4 |
NVIDIA
NVDA
|
+$9.89M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$5.59M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$26.7M |
| 2 |
PepsiCo
PEP
|
+$23.6M |
| 3 |
CACI
CACI
|
+$14.6M |
| 4 |
Microsoft
MSFT
|
+$3.28M |
| 5 |
Mastercard
MA
|
+$3.22M |
Sector Composition
| 1 | Technology | 22.21% |
| 2 | Industrials | 15.74% |
| 3 | Financials | 15.08% |
| 4 | Healthcare | 10.6% |
| 5 | Consumer Discretionary | 9.8% |
