GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.77%
199,899
-5,854
27
$12.1M 1.71%
295,092
+15,314
28
$11.2M 1.58%
160,714
-2,341
29
$10M 1.41%
214,582
-7,534
30
$7.16M 1.01%
47,956
+54
31
$6.15M 0.86%
77,463
+430
32
$5.47M 0.77%
109,446
-27,304
33
$4.81M 0.68%
106,054
-56,291
34
$4.25M 0.6%
42,966
-130
35
$3.88M 0.54%
44,097
-740
36
$3.4M 0.48%
79,242
+291
37
$3.39M 0.48%
120,224
+91,392
38
$3.2M 0.45%
63,589
-1,863
39
$3.11M 0.44%
100,127
+321
40
$2.93M 0.41%
257,180
+5
41
$2.92M 0.41%
111,172
-3,908
42
$2.86M 0.4%
105,365
+370
43
$2.66M 0.37%
40,339
-1,900
44
$2.46M 0.35%
18,596
+169
45
$2.42M 0.34%
80,861
+2,968
46
$2.22M 0.31%
85,320
-6,930
47
$2.21M 0.31%
54,079
+560
48
$2.18M 0.31%
37,885
+250
49
$2.13M 0.3%
16,116
-40
50
$2.09M 0.29%
23,203
+931
1
2
3 4 5