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
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$2.59M
3 +$2.39M
4
REG icon
Regency Centers
REG
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Top Sells

1 +$13.1M
2 +$12.7M
3 +$10.6M
4
FPO
First Potomac Realty Trust
FPO
+$1.91M
5
DD
Du Pont De Nemours E I
DD
+$1.86M

Sector Composition

1 Healthcare 19.97%
2 Industrials 14.23%
3 Technology 12.56%
4 Financials 10.59%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$14.2M 1.71%
293,127
+16,921
27
$11.9M 1.44%
170,731
-917
28
$9.44M 1.14%
86,317
-119,390
29
$9.4M 1.13%
+108,223
30
$8.44M 1.02%
92,746
-1,344
31
$6.76M 0.82%
107,622
+495
32
$5.26M 0.64%
45,402
+2,713
33
$5.25M 0.63%
116,726
-197
34
$4.96M 0.6%
129,010
35
$4.47M 0.54%
40,272
+345
36
$4.44M 0.54%
72,684
+1,006
37
$4.01M 0.48%
117,890
+10,154
38
$3.8M 0.46%
34,941
+991
39
$3.69M 0.45%
20,126
-71
40
$3.43M 0.41%
29,156
+3,748
41
$3.22M 0.39%
33,721
-725
42
$2.69M 0.32%
16,437
-20
43
$2.69M 0.32%
69,728
+1,420
44
$2.47M 0.3%
20,320
-400
45
$2.46M 0.3%
18,983
46
$2.44M 0.29%
48,286
+672
47
$2.39M 0.29%
+17,121
48
$2.33M 0.28%
47,060
-214,741
49
$2.3M 0.28%
36,109
50
$2.27M 0.27%
39,170
-2,930