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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.64M
3 +$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1 +$1.27M
2 +$801K
3 +$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.21M 0.16%
37,441
+14,612
77
$2.21M 0.16%
28,440
-1,170
78
$2.2M 0.16%
3,600
79
$2.19M 0.16%
33,935
-9,600
80
$2.19M 0.16%
64,641
+2,155
81
$2.18M 0.16%
35,102
+977
82
$2.11M 0.15%
35,549
-5
83
$2.1M 0.15%
236,505
+6,510
84
$2.07M 0.15%
7,028
+2,000
85
$2.05M 0.15%
13,340
-15
86
$1.98M 0.14%
79,899
87
$1.95M 0.14%
32,801
-5,224
88
$1.94M 0.14%
14,813
89
$1.91M 0.14%
11,040
-1,100
90
$1.91M 0.14%
38,231
+13,550
91
$1.9M 0.14%
8,952
-900
92
$1.88M 0.13%
29,351
+180
93
$1.86M 0.13%
91,165
-492
94
$1.85M 0.13%
4,127
+66
95
$1.84M 0.13%
17,869
+3,609
96
$1.8M 0.13%
10,436
97
$1.74M 0.12%
14,535
+1,450
98
$1.71M 0.12%
5,343
99
$1.66M 0.12%
26,225
100
$1.65M 0.12%
30,211
+581