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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.16%
18,800
77
$1.5M 0.15%
10,349
+290
78
$1.47M 0.15%
13,155
79
$1.39M 0.14%
14,185
80
$1.36M 0.14%
22,005
-245
81
$1.26M 0.13%
21,363
+397
82
$1.24M 0.13%
17,436
+15
83
$1.21M 0.12%
67,045
+745
84
$1.2M 0.12%
3,642
-250
85
$1.19M 0.12%
19,866
+8,741
86
$1.16M 0.12%
21,345
87
$1.15M 0.12%
5,343
88
$1.11M 0.11%
6,062
-380
89
$1.08M 0.11%
21,166
+994
90
$1.07M 0.11%
16,756
91
$1.07M 0.11%
5,028
92
$1.07M 0.11%
5,834
-460
93
$1.01M 0.1%
29,797
-195
94
$1.01M 0.1%
72,165
95
$953K 0.1%
4,199
-225
96
$920K 0.09%
4,762
+187
97
$918K 0.09%
16,800
98
$899K 0.09%
11,640
99
$890K 0.09%
11,296
+1,431
100
$884K 0.09%
93,726
2 3
4
5 6