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
$718M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$2.34M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.66M
5
VYX icon
NCR Voyix
VYX
+$567K

Top Sells

1
+$24.3M
2
+$13.6M
3
+$3.12M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.39M
5
COR icon
Cencora
COR
+$2.08M

Sector Composition

1 Healthcare 16.73%
2 Industrials 15.12%
3 Technology 12.78%
4 Energy 10.53%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.26%
27,541
+226
52
$1.86M 0.26%
13,441
+555
53
$1.75M 0.24%
34,701
+2,630
54
$1.66M 0.23%
+21,826
55
$1.55M 0.22%
53,326
-7,541
56
$1.54M 0.22%
25,593
-1,495
57
$1.52M 0.21%
25,060
+1,000
58
$1.52M 0.21%
28,109
-4,405
59
$1.46M 0.2%
35,390
60
$1.46M 0.2%
11,445
+1,000
61
$1.44M 0.2%
5,620
62
$1.42M 0.2%
15,468
-700
63
$1.4M 0.2%
24,075
64
$1.36M 0.19%
20,447
+7,222
65
$1.34M 0.19%
12,400
+732
66
$1.33M 0.19%
12,103
+203
67
$1.32M 0.18%
30,350
68
$1.28M 0.18%
28,000
+600
69
$1.24M 0.17%
12,980
+1,000
70
$1.22M 0.17%
12,028
71
$1.18M 0.16%
20,901
-35
72
$1.16M 0.16%
16,975
-1,000
73
$1.14M 0.16%
22,075
-65
74
$1.12M 0.16%
27,110
75
$1.12M 0.16%
31,110
1 2
3
4 5