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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.82M
3
+$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1
+$8.31M
2
+$3M
3
+$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.32%
108,227
+4
27
$11.2M 1.27%
166,710
-4,021
28
$11.2M 1.27%
68,356
-11,230
29
$10.2M 1.16%
254,995
+125,985
30
$9.69M 1.1%
82,715
-3,602
31
$9.14M 1.04%
+239,214
32
$8.48M 0.96%
92,269
-477
33
$7.36M 0.83%
105,640
-1,982
34
$5.82M 0.66%
+17,315
35
$4.8M 0.54%
104,604
-12,122
36
$4.38M 0.5%
22,111
+1,985
37
$4.33M 0.49%
40,990
+718
38
$4.18M 0.47%
118,633
+743
39
$4M 0.45%
34,202
-739
40
$3.88M 0.44%
36,253
+2,532
41
$3.69M 0.42%
44,096
-1,306
42
$3.68M 0.42%
29,391
+235
43
$3.65M 0.41%
68,051
-4,633
44
$3.64M 0.41%
86,112
+16,384
45
$3.14M 0.36%
16,587
+150
46
$2.62M 0.3%
37,847
+2,000
47
$2.6M 0.3%
18,981
-2
48
$2.57M 0.29%
48,286
49
$2.55M 0.29%
19,320
-1,000
50
$2.44M 0.28%
56,695
+3,000
1
2
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