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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.27M
3
+$7.39M
4
DIS icon
Walt Disney
DIS
+$4.64M
5
PLD icon
Prologis
PLD
+$2.69M

Top Sells

1
+$19.3M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
MIK
Michaels Stores, Inc
MIK
+$1.33M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.82%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.28%
137,474
+6,205
52
$2.22M 0.27%
100,905
+2,304
53
$2.18M 0.26%
36,689
+220
54
$2.14M 0.26%
15,510
+160
55
$2.11M 0.25%
16,391
-1,950
56
$2.06M 0.25%
7,986
-1,250
57
$1.91M 0.23%
32,920
-1,120
58
$1.89M 0.23%
40,661
+2,155
59
$1.85M 0.22%
34,276
-1,634
60
$1.82M 0.22%
114,235
+20,245
61
$1.8M 0.22%
23,690
+1,556
62
$1.8M 0.22%
22,788
+77
63
$1.71M 0.2%
37,290
+3,455
64
$1.68M 0.2%
11,900
65
$1.67M 0.2%
43,337
+4,215
66
$1.65M 0.2%
17,861
+106
67
$1.61M 0.19%
2,335
+10
68
$1.59M 0.19%
18,800
+1,300
69
$1.59M 0.19%
11,254
+55
70
$1.5M 0.18%
16,110
+1,445
71
$1.45M 0.17%
12,533
+501
72
$1.35M 0.16%
10,059
-290
73
$1.31M 0.16%
3,500
74
$1.31M 0.16%
13,155
-160
75
$1.27M 0.15%
36,860
+2,016
1 2
3
4 5