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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$9.14M
2 +$5.82M
3 +$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1 +$8.31M
2 +$3M
3 +$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.37M 0.27%
44,692
-2,368
52
$2.3M 0.26%
43,948
+450
53
$2.26M 0.26%
76,834
+390
54
$2.22M 0.25%
36,249
+140
55
$2.21M 0.25%
33,835
-1,692
56
$2.17M 0.25%
31,835
57
$2.13M 0.24%
22,029
58
$2.09M 0.24%
14,516
-2,605
59
$2.06M 0.23%
38,170
-1,000
60
$2.01M 0.23%
33,892
-825
61
$1.88M 0.21%
7,059
+291
62
$1.84M 0.21%
34,283
+1,403
63
$1.81M 0.2%
6,716
+171
64
$1.81M 0.2%
12,154
+2
65
$1.78M 0.2%
74,359
+23,084
66
$1.77M 0.2%
11,267
-800
67
$1.75M 0.2%
33,320
+4,700
68
$1.69M 0.19%
2,730
-200
69
$1.69M 0.19%
12,589
+50
70
$1.67M 0.19%
59,480
+5,710
71
$1.6M 0.18%
21,308
-2,466
72
$1.58M 0.18%
86,345
+48,570
73
$1.58M 0.18%
20,800
74
$1.53M 0.17%
22,980
+1,685
75
$1.52M 0.17%
12,640
-1,374