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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.85M 0.35%
36,300
+200
52
$4.82M 0.34%
33,732
+2,604
53
$4.63M 0.33%
61,312
-3,098
54
$4.59M 0.33%
13,307
+5,134
55
$4.33M 0.31%
45,667
-186
56
$4.18M 0.3%
9,700
+555
57
$4.08M 0.29%
37,874
+1,912
58
$3.73M 0.27%
16,300
-700
59
$3.67M 0.26%
29,276
60
$3.6M 0.26%
16,234
-22
61
$3.44M 0.25%
26,009
+727
62
$3.19M 0.23%
15,390
63
$2.92M 0.21%
14,876
64
$2.88M 0.21%
11,900
65
$2.86M 0.2%
19,165
66
$2.81M 0.2%
23,770
67
$2.79M 0.2%
16,575
-1,200
68
$2.74M 0.2%
8,086
+744
69
$2.67M 0.19%
29,620
-2,265
70
$2.6M 0.19%
6,050
+717
71
$2.51M 0.18%
8,650
72
$2.44M 0.17%
12,703
+250
73
$2.41M 0.17%
1,750
-170
74
$2.36M 0.17%
55,279
-235
75
$2.25M 0.16%
21,771
1 2
3
4 5