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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$5.59M
3 +$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1 +$3.33M
2 +$2.44M
3 +$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.27M 0.15%
11,590
77
$1.26M 0.15%
26,242
+15,207
78
$1.25M 0.15%
29,689
-779
79
$1.25M 0.15%
17,085
-18
80
$1.25M 0.15%
10,404
-105
81
$1.24M 0.15%
27,441
-1,120
82
$1.23M 0.15%
29,040
-40
83
$1.23M 0.15%
22,245
84
$1.2M 0.14%
114,155
+15,000
85
$1.2M 0.14%
6,195
86
$1.15M 0.14%
26,768
+403
87
$1.12M 0.14%
15,688
+2,512
88
$1.12M 0.14%
12,067
-241
89
$1.12M 0.13%
51,535
-180
90
$1.11M 0.13%
17,800
91
$1.09M 0.13%
6,779
92
$1.08M 0.13%
4,037
+72
93
$1.06M 0.13%
14,970
-477
94
$1.04M 0.13%
21,998
-188
95
$1.02M 0.12%
+45,210
96
$1.01M 0.12%
14,929
+305
97
$1.01M 0.12%
15,635
+1,000
98
$1.01M 0.12%
6,316
-118
99
$1M 0.12%
14,465
100
$999K 0.12%
1,028
+11