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
$774M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.15M
4
UN
Unilever NV New York Registry Shares
UN
+$1.07M
5
GPK icon
Graphic Packaging
GPK
+$807K

Top Sells

1
+$21.5M
2
+$8.17M
3
+$1.54M
4
IBM icon
IBM
IBM
+$903K
5
HQH
abrdn Healthcare Investors
HQH
+$753K

Sector Composition

1 Healthcare 18.77%
2 Industrials 14.03%
3 Consumer Discretionary 10.23%
4 Consumer Staples 9.97%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.3%
57,945
+1,250
52
$2.24M 0.29%
16,682
+70
53
$2.06M 0.27%
42,620
-2,000
54
$2.06M 0.27%
22,820
-500
55
$2.05M 0.27%
70,832
+2,608
56
$2M 0.26%
182,500
-7,000
57
$1.98M 0.26%
17,195
+1,029
58
$1.81M 0.23%
30,535
-8,000
59
$1.7M 0.22%
23,100
60
$1.57M 0.2%
19,070
-1,000
61
$1.52M 0.2%
65,835
+260
62
$1.51M 0.2%
12,150
+250
63
$1.49M 0.19%
18,856
-2,205
64
$1.47M 0.19%
12,909
-1,716
65
$1.46M 0.19%
76,635
+3,000
66
$1.44M 0.19%
3,430
67
$1.43M 0.18%
6,392
+4
68
$1.4M 0.18%
22,294
-318
69
$1.39M 0.18%
23,785
-650
70
$1.38M 0.18%
99,155
-25,000
71
$1.33M 0.17%
12,786
72
$1.28M 0.17%
14,684
+134
73
$1.28M 0.17%
17,385
+45
74
$1.26M 0.16%
22,245
75
$1.24M 0.16%
5,516
-953
1 2
3
4 5