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
$967M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$1.36M
3
+$1M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1M
5
PFE icon
Pfizer
PFE
+$1M

Top Sells

1
+$33.2M
2
+$6.08M
3
+$1.36M
4
MA icon
Mastercard
MA
+$1.01M
5
GWR
Genesee & Wyoming Inc.
GWR
+$906K

Sector Composition

1 Healthcare 16.55%
2 Industrials 15.21%
3 Financials 12.79%
4 Technology 12.7%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.26%
15,350
-2,800
52
$2.51M 0.26%
36,469
-1,750
53
$2.44M 0.25%
16,150
+1,454
54
$2.37M 0.25%
7,986
55
$2.29M 0.24%
39,406
-5,600
56
$2.25M 0.23%
7,524
57
$2.17M 0.22%
5,693
+400
58
$2.13M 0.22%
34,960
+5,000
59
$2.12M 0.22%
216,080
+25,960
60
$2.07M 0.21%
18,005
61
$2.02M 0.21%
75,495
-6,180
62
$1.97M 0.2%
33,506
+5,926
63
$1.96M 0.2%
11,900
64
$1.94M 0.2%
41,670
-1,500
65
$1.92M 0.2%
33,835
+1,200
66
$1.9M 0.2%
36,904
+2,731
67
$1.81M 0.19%
11,199
68
$1.81M 0.19%
32,739
+1,290
69
$1.8M 0.19%
58,358
70
$1.75M 0.18%
10,349
71
$1.71M 0.18%
22,619
72
$1.7M 0.18%
20,331
-1,175
73
$1.64M 0.17%
17,500
-1,300
74
$1.62M 0.17%
129,587
-1,930
75
$1.58M 0.16%
13,315
-150
1 2
3
4 5