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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.27%
25,020
-1,000
52
$1.89M 0.25%
19,701
-555
53
$1.84M 0.25%
41,870
-3,000
54
$1.83M 0.24%
198,500
-20,300
55
$1.8M 0.24%
24,435
56
$1.74M 0.23%
38,535
+1,000
57
$1.72M 0.23%
16,041
-399
58
$1.65M 0.22%
7,888
+1,500
59
$1.55M 0.21%
39,570
+16,725
60
$1.55M 0.21%
6,692
+4,322
61
$1.5M 0.2%
24,187
-196,433
62
$1.5M 0.2%
23,100
63
$1.47M 0.2%
4,030
-200
64
$1.45M 0.19%
11,020
-80
65
$1.45M 0.19%
18,310
66
$1.39M 0.19%
11,900
67
$1.38M 0.19%
10,070
+225
68
$1.37M 0.18%
31,870
-540
69
$1.37M 0.18%
23,500
70
$1.36M 0.18%
6,484
-60
71
$1.36M 0.18%
61,150
-10,000
72
$1.29M 0.17%
14,549
73
$1.24M 0.17%
7,000
74
$1.24M 0.17%
14,186
+10
75
$1.22M 0.16%
20,070
1 2
3
4 5