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
$832M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$1.57M
3
+$765K
4
BMY icon
Bristol-Myers Squibb
BMY
+$516K
5
PG icon
Procter & Gamble
PG
+$507K

Top Sells

1
+$14.1M
2
+$6.12M
3
+$3.32M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.5M
5
REG icon
Regency Centers
REG
+$2.45M

Sector Composition

1 Healthcare 20.26%
2 Industrials 13.69%
3 Technology 13.51%
4 Financials 9.77%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.26%
77,254
-450
52
$2.2M 0.26%
53,945
-4,000
53
$2.15M 0.26%
42,100
-520
54
$2.13M 0.26%
40,762
-2,155
55
$2.01M 0.24%
36,109
+9,265
56
$1.93M 0.23%
7,968
+76
57
$1.91M 0.23%
171,500
-15,000
58
$1.86M 0.22%
23,100
59
$1.84M 0.22%
3,130
-300
60
$1.78M 0.21%
23,774
-1,909
61
$1.72M 0.21%
13,341
+275
62
$1.64M 0.2%
12,151
63
$1.61M 0.19%
30,927
+3,083
64
$1.6M 0.19%
22,029
65
$1.59M 0.19%
6,545
+182
66
$1.51M 0.18%
17,385
67
$1.51M 0.18%
25,535
-2,000
68
$1.35M 0.16%
19,770
-5,000
69
$1.34M 0.16%
28,940
-100
70
$1.3M 0.16%
12,067
71
$1.28M 0.15%
27,210
-3,000
72
$1.27M 0.15%
54,555
-5,000
73
$1.27M 0.15%
14,821
74
$1.26M 0.15%
27,061
-380
75
$1.26M 0.15%
11,536
-1,300
1 2
3
4 5