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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.55%
156,357
+24,933
27
$10.6M 1.42%
307,640
+269,020
28
$10.6M 1.41%
271,715
-31,793
29
$9.63M 1.29%
203,408
+197,826
30
$9.22M 1.23%
211,472
-317
31
$7.78M 1.04%
91,910
+4,120
32
$7.24M 0.97%
47,998
+42
33
$6.61M 0.88%
126,681
-1,900
34
$5.03M 0.67%
110,985
+8,279
35
$4.28M 0.57%
42,106
+391
36
$4.11M 0.55%
39,461
-505
37
$3.94M 0.53%
121,024
+800
38
$3.31M 0.44%
60,180
-4,914
39
$2.98M 0.4%
41,715
+125
40
$2.92M 0.39%
20,201
+70
41
$2.74M 0.37%
92,155
+5,948
42
$2.65M 0.36%
53,444
43
$2.65M 0.35%
110,868
+896
44
$2.6M 0.35%
79,703
+198
45
$2.51M 0.34%
78,040
46
$2.42M 0.32%
61,045
-37,732
47
$2.4M 0.32%
22,898
+215
48
$2.29M 0.31%
36,829
-45
49
$2.09M 0.28%
41,798
-2,000
50
$2.08M 0.28%
16,316
+200
1
2
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