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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.27%
36,255
+758
52
$2.01M 0.27%
49,415
53
$1.96M 0.26%
31,629
54
$1.91M 0.25%
72,200
+3,773
55
$1.77M 0.24%
15,981
+563
56
$1.75M 0.23%
5,120
57
$1.61M 0.21%
24,183
58
$1.59M 0.21%
26,278
-526
59
$1.58M 0.21%
41,115
-4,296
60
$1.5M 0.2%
+7,307
61
$1.46M 0.19%
13,634
+108
62
$1.44M 0.19%
15,090
+2,982
63
$1.42M 0.19%
35,790
64
$1.4M 0.19%
12,103
65
$1.39M 0.18%
19,955
+4,076
66
$1.36M 0.18%
21,305
-1,800
67
$1.3M 0.17%
13,418
+2,780
68
$1.29M 0.17%
22,680
69
$1.29M 0.17%
23,335
+1,720
70
$1.28M 0.17%
24,350
-3,000
71
$1.26M 0.17%
24,280
72
$1.25M 0.17%
11,900
+290
73
$1.24M 0.16%
58,450
+805
74
$1.2M 0.16%
35,245
-5,000
75
$1.2M 0.16%
9,915
+25
1 2
3
4 5