GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$5.62M
3
+$1.89M
4
GPK icon
Graphic Packaging
GPK
+$1.13M
5
JEF icon
Jefferies Financial Group
JEF
+$981K

Top Sells

1
+$17.7M
2
+$2.84M
3
+$1.53M
4
VST icon
Vistra
VST
+$1.14M
5
CLS icon
Celestica
CLS
+$1.14M

Sector Composition

1 Technology 24.94%
2 Financials 14.73%
3 Industrials 13.24%
4 Healthcare 9.02%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$5.86M 0.34%
73,311
+70,350
PPG icon
52
PPG Industries
PPG
$23.3B
$5.43M 0.31%
51,683
-3
BRK.A icon
53
Berkshire Hathaway Class A
BRK.A
$1.09T
$5.28M 0.3%
7
MRK icon
54
Merck
MRK
$249B
$5.18M 0.3%
61,696
-2,115
GE icon
55
GE Aerospace
GE
$317B
$4.8M 0.28%
15,958
PM icon
56
Philip Morris
PM
$247B
$4.62M 0.27%
28,490
-3,582
IWB icon
57
iShares Russell 1000 ETF
IWB
$46B
$4.42M 0.25%
12,095
LHX icon
58
L3Harris
LHX
$54B
$3.87M 0.22%
12,677
-572
CL icon
59
Colgate-Palmolive
CL
$64B
$3.84M 0.22%
48,097
-940
VUG icon
60
Vanguard Growth ETF
VUG
$200B
$3.79M 0.22%
7,905
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$69B
$3.75M 0.22%
26,615
CMCSA icon
62
Comcast
CMCSA
$103B
$3.72M 0.21%
118,552
-4,328
PH icon
63
Parker-Hannifin
PH
$111B
$3.39M 0.2%
4,475
UNP icon
64
Union Pacific
UNP
$143B
$3.38M 0.19%
14,319
WM icon
65
Waste Management
WM
$88B
$3.31M 0.19%
15,000
-65
PFE icon
66
Pfizer
PFE
$150B
$3.31M 0.19%
129,886
-649
SCHD icon
67
Schwab US Dividend Equity ETF
SCHD
$71.8B
$3.1M 0.18%
113,580
+4,240
ROK icon
68
Rockwell Automation
ROK
$45.1B
$3.01M 0.17%
8,623
+908
ABT icon
69
Abbott
ABT
$223B
$3.01M 0.17%
22,449
-16
AIT icon
70
Applied Industrial Technologies
AIT
$9.8B
$2.98M 0.17%
11,400
-1,000
AVGO icon
71
Broadcom
AVGO
$1.6T
$2.97M 0.17%
9,004
+19
GBIL icon
72
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$2.91M 0.17%
28,990
-4,698
UPS icon
73
United Parcel Service
UPS
$84.9B
$2.78M 0.16%
33,277
-7,100
RTX icon
74
RTX Corp
RTX
$244B
$2.46M 0.14%
14,730
+50
DE icon
75
Deere & Co
DE
$132B
$2.38M 0.14%
5,209
+212
1 2
3
4 5