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
$774M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.15M
4
UN
Unilever NV New York Registry Shares
UN
+$1.07M
5
GPK icon
Graphic Packaging
GPK
+$807K

Top Sells

1
+$21.5M
2
+$8.17M
3
+$1.54M
4
IBM icon
IBM
IBM
+$903K
5
HQH
abrdn Healthcare Investors
HQH
+$753K

Sector Composition

1 Healthcare 18.77%
2 Industrials 14.03%
3 Consumer Discretionary 10.23%
4 Consumer Staples 9.97%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.24M 0.16%
23,770
+2,550
77
$1.22M 0.16%
11,590
+600
78
$1.21M 0.16%
17,103
+20
79
$1.2M 0.15%
29,210
+3,780
80
$1.17M 0.15%
26,365
+1
81
$1.17M 0.15%
10,509
+1,245
82
$1.16M 0.15%
17,800
-3,000
83
$1.15M 0.15%
+30,468
84
$1.15M 0.15%
29,080
85
$1.14M 0.15%
12,308
86
$1.08M 0.14%
14,465
-2,000
87
$1.07M 0.14%
28,561
+16,351
88
$1.07M 0.14%
15,447
+318
89
$1.05M 0.14%
22,186
-525
90
$1.03M 0.13%
30,815
-7,000
91
$1.01M 0.13%
14,624
-365
92
$1.01M 0.13%
27,898
-1,200
93
$1M 0.13%
14,635
-2,000
94
$1M 0.13%
18,380
-2,496
95
$998K 0.13%
6,195
+1,195
96
$994K 0.13%
13,195
-1,250
97
$991K 0.13%
3,965
98
$986K 0.13%
1,017
+197
99
$977K 0.13%
19,014
+250
100
$961K 0.12%
6,434
-419
2 3
4
5 6