GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.14%
22,586
-325
77
$995K 0.14%
21,750
-50
78
$965K 0.14%
60,600
+17,750
79
$956K 0.13%
7,275
80
$953K 0.13%
27,682
-1,400
81
$947K 0.13%
19,070
+1,000
82
$940K 0.13%
22,815
-570
83
$934K 0.13%
14,735
+360
84
$924K 0.13%
8,660
-2,145
85
$923K 0.13%
30,125
+3,700
86
$922K 0.13%
4,250
87
$898K 0.13%
16,832
-229
88
$895K 0.13%
116,600
+17,200
89
$884K 0.12%
7,100
-1,005
90
$859K 0.12%
15,830
-2,275
91
$853K 0.12%
12,557
+73
92
$841K 0.12%
17,650
+1,840
93
$831K 0.12%
38,115
-313
94
$828K 0.12%
16,015
-1,885
95
$827K 0.12%
+11,899
96
$808K 0.11%
48,045
-6,765
97
$801K 0.11%
15,000
98
$800K 0.11%
18,764
-135
99
$797K 0.11%
14,850
+2,200
100
$787K 0.11%
6,255
2 3
4
5 6