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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$10.3M
3 +$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1 +$20.2M
2 +$6.83M
3 +$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.23M 0.28%
58,878
+500
52
$2.23M 0.27%
37,922
53
$2.2M 0.27%
37,419
-1,500
54
$2.08M 0.26%
22,619
-963
55
$2.05M 0.25%
8,185
+199
56
$2.01M 0.25%
15,736
+321
57
$1.89M 0.23%
7,524
+123
58
$1.88M 0.23%
78,570
-450
59
$1.83M 0.23%
134,850
+20,350
60
$1.82M 0.22%
42,670
+2,500
61
$1.74M 0.21%
5,383
+295
62
$1.72M 0.21%
12,419
+200
63
$1.71M 0.21%
42,963
+150
64
$1.65M 0.2%
6,315
+105
65
$1.65M 0.2%
11,900
66
$1.65M 0.2%
21,453
-335
67
$1.64M 0.2%
30,335
+3,000
68
$1.6M 0.2%
1,687
+1
69
$1.59M 0.2%
17,834
+1,500
70
$1.58M 0.19%
68,850
+5,845
71
$1.56M 0.19%
103,332
+18,385
72
$1.56M 0.19%
21,527
73
$1.55M 0.19%
72,094
-12,578
74
$1.55M 0.19%
29,620
-1,100
75
$1.46M 0.18%
25,030
+100