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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.82M
3
+$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1
+$8.31M
2
+$3M
3
+$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.16%
4,927
77
$1.43M 0.16%
51,635
+2,000
78
$1.41M 0.16%
16,305
-400
79
$1.37M 0.16%
25,516
+2,848
80
$1.36M 0.15%
9,257
81
$1.36M 0.15%
24,109
-580
82
$1.35M 0.15%
24,547
+1,685
83
$1.33M 0.15%
4,137
84
$1.33M 0.15%
1,119
-35
85
$1.3M 0.15%
15,035
-1,750
86
$1.27M 0.14%
17,380
-2,390
87
$1.26M 0.14%
29,905
+3,499
88
$1.25M 0.14%
6,334
+18
89
$1.24M 0.14%
15,719
+535
90
$1.22M 0.14%
15,192
+23
91
$1.19M 0.14%
33,060
+2,455
92
$1.19M 0.14%
20,876
+21
93
$1.19M 0.13%
22,135
94
$1.18M 0.13%
25,469
+170
95
$1.16M 0.13%
12,246
96
$1.16M 0.13%
5,829
97
$1.16M 0.13%
74,820
-1,980
98
$1.15M 0.13%
14,821
99
$1.08M 0.12%
13,965
100
$1.03M 0.12%
14,635
-2,000
2 3
4
5 6