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
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$2.59M
3 +$2.39M
4
REG icon
Regency Centers
REG
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Top Sells

1 +$13.1M
2 +$12.7M
3 +$10.6M
4
FPO
First Potomac Realty Trust
FPO
+$1.91M
5
DD
Du Pont De Nemours E I
DD
+$1.86M

Sector Composition

1 Healthcare 19.97%
2 Industrials 14.23%
3 Technology 12.56%
4 Financials 10.59%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.26M 0.27%
76,444
-810
52
$2.23M 0.27%
43,498
+790
53
$2.22M 0.27%
+35,847
54
$2.21M 0.27%
53,695
-250
55
$2.1M 0.25%
35,527
-5,235
56
$2.1M 0.25%
31,835
+6,300
57
$1.96M 0.24%
22,029
58
$1.83M 0.22%
2,930
-200
59
$1.83M 0.22%
23,774
60
$1.8M 0.22%
34,717
-22,891
61
$1.76M 0.21%
32,880
+1,953
62
$1.7M 0.21%
12,152
+1
63
$1.7M 0.21%
6,768
-1,200
64
$1.66M 0.2%
6,545
65
$1.65M 0.2%
14,014
+673
66
$1.5M 0.18%
12,067
67
$1.45M 0.18%
12,539
+1,003
68
$1.45M 0.17%
16,785
-600
69
$1.44M 0.17%
49,635
+5,000
70
$1.44M 0.17%
20,800
+2,000
71
$1.4M 0.17%
53,770
-785
72
$1.39M 0.17%
28,620
-320
73
$1.36M 0.16%
19,770
74
$1.32M 0.16%
1,154
+126
75
$1.31M 0.16%
16,705
-125