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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.22M 0.16%
23,220
77
$1.2M 0.16%
26,350
-849
78
$1.2M 0.16%
25,010
+1,000
79
$1.18M 0.16%
134,500
-3,000
80
$1.16M 0.16%
28,934
+2,043
81
$1.15M 0.15%
81,850
-1,000
82
$1.13M 0.15%
17,052
+50
83
$1.11M 0.15%
20,065
84
$1.03M 0.14%
+30,385
85
$1.03M 0.14%
9,322
86
$1.02M 0.14%
41,815
+6,705
87
$1M 0.13%
6,853
88
$997K 0.13%
16,520
-1,000
89
$991K 0.13%
28,180
+600
90
$983K 0.13%
3,965
91
$943K 0.13%
47,301
-227
92
$933K 0.12%
12,307
-250
93
$926K 0.12%
15,715
-2,000
94
$909K 0.12%
20,745
+4,895
95
$907K 0.12%
3,858
96
$902K 0.12%
13,230
+4,350
97
$885K 0.12%
12,836
+2
98
$882K 0.12%
22,711
99
$878K 0.12%
13,619
+2,860
100
$863K 0.12%
26,340
-1,550
2 3
4
5 6