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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.2%
502,679
+36,079
27
$16.3M 1.16%
953,102
+30,943
28
$14.8M 1.06%
104,892
-569
29
$14.7M 1.05%
105,051
+1,650
30
$13.5M 0.96%
67,529
-2,040
31
$13.5M 0.96%
74,088
-1,290
32
$13.2M 0.94%
310,296
+9,980
33
$12.7M 0.91%
117,489
+2,975
34
$11.4M 0.81%
139,277
+601
35
$11.3M 0.8%
92,523
+2,755
36
$10.8M 0.77%
63,890
+1,215
37
$9.65M 0.69%
172,849
+21,827
38
$8.85M 0.63%
74,047
-1,195
39
$8.44M 0.6%
89,641
-5,886
40
$8.29M 0.59%
178,741
-105
41
$7.98M 0.57%
152,030
+1,333
42
$7.39M 0.53%
53,771
-941
43
$7.16M 0.51%
21,807
+2
44
$7.12M 0.51%
121,058
-5,482
45
$7.07M 0.5%
43,168
-177
46
$6.81M 0.49%
51,269
+1,172
47
$5.77M 0.41%
76,874
+1,369
48
$5.66M 0.4%
104,823
+6,244
49
$5.33M 0.38%
149,929
+3,600
50
$5.08M 0.36%
33,853
-8,463
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