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
$1.63B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$18M
3
+$16M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.37M
5
FI icon
Fiserv
FI
+$1.31M

Top Sells

1
+$29.1M
2
+$23.1M
3
+$21M
4
CLS icon
Celestica
CLS
+$1.38M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.38M

Sector Composition

1 Technology 24.69%
2 Financials 15.16%
3 Industrials 15.14%
4 Healthcare 8.63%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.06T
$5.1M 0.31%
7
CLS icon
52
Celestica
CLS
$31.8B
$5.07M 0.31%
32,488
-8,847
MRK icon
53
Merck
MRK
$212B
$5.05M 0.31%
63,811
-460
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$3.06T
$4.97M 0.3%
28,226
-697
NFLX icon
55
Netflix
NFLX
$510B
$4.85M 0.3%
3,620
-18
CL icon
56
Colgate-Palmolive
CL
$63.9B
$4.46M 0.27%
49,037
-893
CMCSA icon
57
Comcast
CMCSA
$109B
$4.39M 0.27%
122,880
+1,000
GE icon
58
GE Aerospace
GE
$318B
$4.11M 0.25%
15,958
-100
IWB icon
59
iShares Russell 1000 ETF
IWB
$44.7B
$4.11M 0.25%
12,095
UPS icon
60
United Parcel Service
UPS
$73.2B
$4.08M 0.25%
40,377
-3,429
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$64.9B
$3.55M 0.22%
26,615
+1,012
VUG icon
62
Vanguard Growth ETF
VUG
$195B
$3.47M 0.21%
7,905
+500
WM icon
63
Waste Management
WM
$86.8B
$3.45M 0.21%
15,065
GBIL icon
64
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$3.37M 0.21%
33,688
+10,192
LHX icon
65
L3Harris
LHX
$53.1B
$3.32M 0.2%
13,249
+28
UNP icon
66
Union Pacific
UNP
$134B
$3.29M 0.2%
14,319
+60
PFE icon
67
Pfizer
PFE
$139B
$3.16M 0.19%
130,535
-2,115
PH icon
68
Parker-Hannifin
PH
$92.8B
$3.13M 0.19%
4,475
+300
ABT icon
69
Abbott
ABT
$224B
$3.06M 0.19%
22,465
-29
VOO icon
70
Vanguard S&P 500 ETF
VOO
$757B
$3.03M 0.19%
5,333
+369
SCHD icon
71
Schwab US Dividend Equity ETF
SCHD
$70B
$2.9M 0.18%
109,340
+176
AIT icon
72
Applied Industrial Technologies
AIT
$9.36B
$2.88M 0.18%
12,400
-75
COST icon
73
Costco
COST
$415B
$2.66M 0.16%
2,687
-192
ROK icon
74
Rockwell Automation
ROK
$39.1B
$2.56M 0.16%
7,715
+4
DE icon
75
Deere & Co
DE
$124B
$2.54M 0.16%
4,997
+2,559
1 2
3
4 5