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
$1.62B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$27.3M
3
+$18.6M
4
TEL icon
TE Connectivity
TEL
+$18M
5
UNH icon
UnitedHealth
UNH
+$16.8M

Top Sells

1
+$41.1M
2
+$28.8M
3
+$17.8M
4
CHTR icon
Charter Communications
CHTR
+$17M
5
CMCSA icon
Comcast
CMCSA
+$10.7M

Sector Composition

1 Technology 22.35%
2 Healthcare 15.18%
3 Industrials 13.19%
4 Financials 13.11%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.32%
43,052
-56
52
$5.08M 0.31%
121,634
-255,295
53
$4.5M 0.28%
18,898
-172,657
54
$4.45M 0.27%
36,672
+33,139
55
$4.2M 0.26%
145,046
-122,116
56
$3.99M 0.25%
78,080
-42,460
57
$3.8M 0.23%
12,095
+195
58
$3.77M 0.23%
15,302
+2,585
59
$3.43M 0.21%
5,994
+608
60
$3.19M 0.2%
24,868
-6,518
61
$3.13M 0.19%
8,155
+4,475
62
$3.11M 0.19%
16,470
-379
63
$3.09M 0.19%
3,484
+260
64
$2.98M 0.18%
29,722
+4,522
65
$2.89M 0.18%
4,938
-120
66
$2.87M 0.18%
12,880
-575
67
$2.82M 0.17%
13,597
-1,509
68
$2.77M 0.17%
4,390
+650
69
$2.77M 0.17%
79,631
-512,216
70
$2.66M 0.16%
3,001
+104
71
$2.62M 0.16%
22,937
-1,078
72
$2.56M 0.16%
49,451
+1
73
$2.55M 0.16%
3,592
-175
74
$2.46M 0.15%
20,348
-45
75
$2.45M 0.15%
87,048
+780
1 2
3
4 5