GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$785K 0.11%
10,984
-1,440
102
$776K 0.11%
55,085
-8,245
103
$770K 0.11%
55,000
-5,000
104
$751K 0.11%
7,744
-1,035
105
$733K 0.1%
17,068
-2,502
106
$730K 0.1%
3,858
107
$721K 0.1%
+4,910
108
$712K 0.1%
12,233
-598
109
$710K 0.1%
536
-8
110
$690K 0.1%
20,325
-3,220
111
$685K 0.1%
+5,166
112
$673K 0.09%
7,708
-3,960
113
$646K 0.09%
4,340
-1,705
114
$630K 0.09%
4,361
-2,865
115
$614K 0.09%
32,000
-1,965
116
$611K 0.09%
9,008
117
$607K 0.09%
14,265
+6,910
118
$603K 0.08%
29,700
119
$601K 0.08%
5,333
120
$576K 0.08%
36,845
-800
121
$553K 0.08%
5,300
-500
122
$553K 0.08%
13,495
123
$542K 0.08%
7,520
-3,510
124
$542K 0.08%
8,030
-4,920
125
$534K 0.08%
4,742
-36
3 4
5
6 7