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
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.28%
26,420
-2,500
52
$1.94M 0.27%
44,048
+750
53
$1.88M 0.26%
30,279
-1,490
54
$1.83M 0.26%
17,535
+3,751
55
$1.68M 0.24%
24,435
56
$1.67M 0.24%
45,865
-4,350
57
$1.64M 0.23%
8,038
+651
58
$1.54M 0.22%
15,756
+5
59
$1.51M 0.21%
37,390
-900
60
$1.5M 0.21%
22,600
-1,830
61
$1.46M 0.21%
38,520
-800
62
$1.45M 0.2%
4,280
-610
63
$1.39M 0.2%
11,140
-670
64
$1.38M 0.19%
18,955
-650
65
$1.35M 0.19%
11,900
-203
66
$1.27M 0.18%
32,510
+6,700
67
$1.27M 0.18%
32,640
-1,100
68
$1.24M 0.17%
9,705
+300
69
$1.15M 0.16%
65,750
+5,500
70
$1.14M 0.16%
22,985
-500
71
$1.13M 0.16%
21,180
-1,070
72
$1.09M 0.15%
15,045
-35
73
$1.07M 0.15%
10,874
-703
74
$1.05M 0.15%
13,376
-1,430
75
$1.03M 0.14%
22,760
+1,750
1 2
3
4 5