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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.27M
3
+$7.39M
4
DIS icon
Walt Disney
DIS
+$4.64M
5
PLD icon
Prologis
PLD
+$2.69M

Top Sells

1
+$19.3M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
MIK
Michaels Stores, Inc
MIK
+$1.33M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.82%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.29%
221,922
-9,559
27
$10.6M 1.27%
96,156
+290
28
$10.5M 1.26%
166,464
+2,761
29
$9.63M 1.15%
70,458
-240
30
$7.69M 0.92%
272,074
+261,614
31
$7.66M 0.92%
81,993
-2,523
32
$6.92M 0.83%
78,209
-1,485
33
$6.35M 0.76%
59,835
-638
34
$6.23M 0.75%
164,125
-16,873
35
$6.02M 0.72%
94,636
-6,436
36
$5.5M 0.66%
74,858
+3,599
37
$5.45M 0.65%
56,411
+47,996
38
$5.25M 0.63%
118,669
+5,293
39
$4.75M 0.57%
54,763
-300
40
$4.61M 0.55%
96,782
+1,600
41
$4.28M 0.51%
42,544
42
$4.27M 0.51%
79,518
+19,638
43
$3.96M 0.47%
21,218
-2
44
$3.16M 0.38%
35,062
-2,595
45
$2.93M 0.35%
40,203
+4,006
46
$2.69M 0.32%
+33,505
47
$2.63M 0.31%
31,399
-500
48
$2.6M 0.31%
7,672
+96
49
$2.58M 0.31%
20,197
+3,763
50
$2.48M 0.3%
9,604
+2,210
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2
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