GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.37M
3 +$1.97M
4
AVGO icon
Broadcom
AVGO
+$1.85M
5
RSG icon
Republic Services
RSG
+$1.47M

Top Sells

1 +$22M
2 +$12.4M
3 +$3.49M
4
VST icon
Vistra
VST
+$2.21M
5
BDX icon
Becton Dickinson
BDX
+$1.66M

Sector Composition

1 Technology 23.87%
2 Financials 14.87%
3 Industrials 13.35%
4 Healthcare 10.04%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PKG icon
51
Packaging Corp of America
PKG
$20.9B
$5.67M 0.32%
27,515
-1,660
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.09T
$5.28M 0.3%
7
PPG icon
53
PPG Industries
PPG
$27.6B
$5.19M 0.3%
50,683
-1,000
GE icon
54
GE Aerospace
GE
$359B
$4.92M 0.28%
15,983
+25
AVGO icon
55
Broadcom
AVGO
$1.52T
$4.91M 0.28%
14,182
+5,178
PM icon
56
Philip Morris
PM
$291B
$4.59M 0.26%
28,586
+96
IWB icon
57
iShares Russell 1000 ETF
IWB
$46.3B
$4.52M 0.26%
12,095
PH icon
58
Parker-Hannifin
PH
$127B
$4.41M 0.25%
5,015
+540
VUG icon
59
Vanguard Growth ETF
VUG
$195B
$3.86M 0.22%
7,905
LHX icon
60
L3Harris
LHX
$68.1B
$3.73M 0.21%
12,712
+35
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$74.6B
$3.65M 0.21%
25,465
-1,150
CL icon
62
Colgate-Palmolive
CL
$79.5B
$3.64M 0.21%
46,097
-2,000
RTX icon
63
RTX Corp
RTX
$272B
$3.45M 0.2%
18,832
+4,102
ABT icon
64
Abbott
ABT
$202B
$3.44M 0.2%
27,451
+5,002
ROK icon
65
Rockwell Automation
ROK
$45.8B
$3.35M 0.19%
8,623
WM icon
66
Waste Management
WM
$97.1B
$3.3M 0.19%
15,000
CMCSA icon
67
Comcast
CMCSA
$111B
$3.28M 0.19%
109,642
-8,910
PFE icon
68
Pfizer
PFE
$157B
$3.19M 0.18%
128,011
-1,875
UPS icon
69
United Parcel Service
UPS
$98.5B
$3.18M 0.18%
32,061
-1,216
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$85.3B
$3.12M 0.18%
113,639
+59
UNP icon
71
Union Pacific
UNP
$157B
$2.97M 0.17%
12,824
-1,495
DE icon
72
Deere & Co
DE
$171B
$2.83M 0.16%
6,083
+874
AIT icon
73
Applied Industrial Technologies
AIT
$10.5B
$2.67M 0.15%
10,400
-1,000
LLY icon
74
Eli Lilly
LLY
$992B
$2.65M 0.15%
2,467
-30
LRCX icon
75
Lam Research
LRCX
$292B
$2.53M 0.14%
14,762
+12,667