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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.18%
11,267
77
$1.43M 0.18%
31,224
-125
78
$1.42M 0.18%
2,515
79
$1.4M 0.17%
29,743
80
$1.37M 0.17%
18,200
+600
81
$1.34M 0.17%
14,265
82
$1.31M 0.16%
36,092
-6,224
83
$1.31M 0.16%
19,513
+3,459
84
$1.28M 0.16%
19,800
85
$1.23M 0.15%
10,801
-40
86
$1.19M 0.15%
8,974
-337
87
$1.14M 0.14%
7,129
+795
88
$1.12M 0.14%
21,610
-8,500
89
$1.09M 0.14%
8,150
+2,294
90
$1.04M 0.13%
13,305
91
$1.01M 0.13%
21,574
-2,270
92
$1.01M 0.12%
9,178
93
$984K 0.12%
15,700
94
$983K 0.12%
29,000
-11,500
95
$950K 0.12%
12,839
96
$946K 0.12%
3,535
-100
97
$933K 0.12%
6,259
+180
98
$930K 0.11%
14,075
+300
99
$921K 0.11%
23,646
-3,200
100
$921K 0.11%
12,526
-3,500
2 3
4
5 6