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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$5.59M
3 +$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1 +$3.33M
2 +$2.44M
3 +$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.8M 1.67%
333,180
+5,020
27
$13.5M 1.63%
259,945
-7,270
28
$13.2M 1.6%
237,639
+39,233
29
$13.2M 1.59%
264,950
+56,133
30
$13.2M 1.59%
168,628
+6,558
31
$7.93M 0.96%
88,269
-8,054
32
$6.93M 0.84%
48,562
+1,591
33
$6.58M 0.79%
109,938
-8,788
34
$6.57M 0.79%
47,817
-100
35
$5.04M 0.61%
118,659
+902
36
$4.85M 0.59%
129,010
-80
37
$4.83M 0.58%
42,797
+695
38
$4.43M 0.53%
73,099
-142
39
$3.6M 0.43%
105,977
+1,358
40
$3.55M 0.43%
33,755
-940
41
$3.38M 0.41%
20,252
-400
42
$3.18M 0.38%
36,246
-375
43
$2.98M 0.36%
50,483
+2,680
44
$2.73M 0.33%
25,386
-243
45
$2.55M 0.31%
48,214
-500
46
$2.52M 0.3%
70,020
-812
47
$2.5M 0.3%
90,855
48
0
49
$2.44M 0.29%
77,704
50
$2.42M 0.29%
16,477
-205