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
$967M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$1.36M
3
+$1M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1M
5
PFE icon
Pfizer
PFE
+$1M

Top Sells

1
+$33.2M
2
+$6.08M
3
+$1.36M
4
MA icon
Mastercard
MA
+$1.01M
5
GWR
Genesee & Wyoming Inc.
GWR
+$906K

Sector Composition

1 Healthcare 16.55%
2 Industrials 15.21%
3 Financials 12.79%
4 Technology 12.7%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.16%
11,101
+300
77
$1.57M 0.16%
14,665
+590
78
$1.53M 0.16%
2,175
-495
79
$1.52M 0.16%
12,032
+400
80
$1.45M 0.15%
16,732
-1,200
81
$1.44M 0.15%
16,748
82
$1.39M 0.14%
31,072
+3,049
83
$1.33M 0.14%
57,305
+3,255
84
$1.25M 0.13%
15,700
85
$1.2M 0.12%
21,850
-1,400
86
$1.19M 0.12%
9,165
+740
87
$1.19M 0.12%
2,371
+615
88
$1.19M 0.12%
21,432
+282
89
$1.17M 0.12%
18,771
90
$1.13M 0.12%
6,259
91
$1.12M 0.12%
75,735
92
$1.11M 0.11%
13,035
-270
93
$1.09M 0.11%
15,830
94
$1.07M 0.11%
14,682
+450
95
$1.06M 0.11%
94,296
96
$1.03M 0.11%
5,343
97
$1.02M 0.11%
4,172
98
$1.01M 0.1%
18,360
-140
99
$1.01M 0.1%
30,000
+3,000
100
$1M 0.1%
+70,000
2 3
4
5 6