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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.18%
96,459
+303
27
$10.6M 1.09%
375,506
+103,432
28
$10.6M 1.08%
71,009
+551
29
$8.87M 0.91%
79,782
-2,211
30
$8.83M 0.91%
96,820
+2,184
31
$7.91M 0.81%
308,860
-69,201
32
$7.73M 0.79%
76,714
-1,495
33
$7.7M 0.79%
+230,836
34
$7.62M 0.78%
320,951
+279,602
35
$6.89M 0.71%
59,684
-151
36
$6.77M 0.69%
151,320
-12,805
37
$6.47M 0.66%
58,000
+1,589
38
$6.23M 0.64%
139,449
+20,780
39
$5.99M 0.61%
96,607
-175
40
$5.63M 0.58%
76,372
+1,514
41
$5.41M 0.55%
21,589
+371
42
$5.39M 0.55%
53,995
-768
43
$4.67M 0.48%
42,544
44
$4.42M 0.45%
80,168
+650
45
$3.46M 0.35%
36,778
+1,716
46
$3.33M 0.34%
31,399
47
$3.27M 0.34%
23,137
+2,940
48
$3.15M 0.32%
140,049
+2,575
49
$3.13M 0.32%
33,505
50
$3.12M 0.32%
44,587
+4,384
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