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
$1.2B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$6.67M
3
+$1.65M
4
DXC icon
DXC Technology
DXC
+$1.48M
5
BAC icon
Bank of America
BAC
+$1.36M

Top Sells

1
+$30.5M
2
+$3.59M
3
+$2.79M
4
MSFT icon
Microsoft
MSFT
+$2.06M
5
PFE icon
Pfizer
PFE
+$1.44M

Sector Composition

1 Healthcare 17.45%
2 Technology 13.98%
3 Financials 13.25%
4 Communication Services 11.7%
5 Industrials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.3%
33,934
+412
52
$3.3M 0.28%
36,375
-254
53
$3.24M 0.27%
36,960
-1,220
54
$3.15M 0.26%
16,178
-120
55
$3.12M 0.26%
23,117
+155
56
$3.08M 0.26%
15,485
57
$3.06M 0.26%
8,162
-795
58
$3.01M 0.25%
30,231
-2,295
59
$2.93M 0.25%
16,615
+130
60
$2.8M 0.23%
13,433
+130
61
$2.78M 0.23%
35,635
62
$2.77M 0.23%
7,803
+326
63
$2.72M 0.23%
125,174
-14,511
64
$2.7M 0.23%
104,836
+57,385
65
$2.62M 0.22%
23,930
+477
66
$2.52M 0.21%
11,900
67
$2.36M 0.2%
39,905
-381
68
$2.35M 0.2%
45,285
69
$2.33M 0.19%
58,405
-130
70
$2.28M 0.19%
12,503
-30
71
$2.27M 0.19%
10,677
+328
72
$2.25M 0.19%
19,035
+449
73
$2.19M 0.18%
1,920
74
$2.17M 0.18%
17,800
75
$2.06M 0.17%
3,800
+190
1 2
3
4 5