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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$5.59M
3 +$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1 +$3.33M
2 +$2.44M
3 +$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.38M 0.29%
43,268
-90
52
$2.37M 0.29%
42,917
+10,863
53
$2.31M 0.28%
19,038
+1,843
54
$2.23M 0.27%
57,945
55
$2.2M 0.27%
42,620
56
$2.13M 0.26%
22,820
57
$1.92M 0.23%
186,500
+4,000
58
$1.86M 0.22%
7,892
+1,500
59
$1.86M 0.22%
23,100
60
$1.72M 0.21%
13,066
+157
61
$1.71M 0.21%
25,683
-10,928
62
$1.7M 0.21%
27,535
-3,000
63
$1.64M 0.2%
3,430
64
$1.59M 0.19%
12,151
+1
65
$1.53M 0.18%
60,635
-16,000
66
$1.51M 0.18%
6,363
+847
67
$1.46M 0.18%
26,844
+3,059
68
$1.46M 0.18%
59,555
-6,280
69
$1.44M 0.17%
24,770
+1,000
70
$1.44M 0.17%
22,029
-265
71
$1.43M 0.17%
27,844
+8,830
72
$1.37M 0.16%
30,210
+1,000
73
$1.36M 0.16%
12,836
+50
74
$1.35M 0.16%
14,821
+137
75
$1.34M 0.16%
17,385