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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.31%
132,629
+31,724
52
$3M 0.31%
30,537
+6,847
53
$2.75M 0.28%
36,689
54
$2.72M 0.28%
7,452
-220
55
$2.71M 0.28%
8,757
-847
56
$2.58M 0.26%
16,464
+73
57
$2.48M 0.25%
8,036
+50
58
$2.45M 0.25%
15,510
59
$2.33M 0.24%
37,290
60
$2.26M 0.23%
31,900
-1,020
61
$2.26M 0.23%
13,343
+2,089
62
$2.22M 0.23%
119,018
+4,783
63
$2.12M 0.22%
40,566
-95
64
$2.09M 0.21%
22,848
+60
65
$2.08M 0.21%
34,776
+500
66
$2.04M 0.21%
11,900
67
$2.02M 0.21%
45,285
68
$1.97M 0.2%
42,887
-450
69
$1.97M 0.2%
16,410
+300
70
$1.92M 0.2%
18,121
+260
71
$1.88M 0.19%
2,335
72
$1.59M 0.16%
3,500
73
$1.59M 0.16%
58,718
-390
74
$1.58M 0.16%
12,533
75
$1.57M 0.16%
42,645
+5,785
1 2
3
4 5