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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$857K 0.11%
18,635
102
$834K 0.11%
15,000
103
$806K 0.11%
4,840
104
$800K 0.11%
53,000
+5,000
105
$798K 0.11%
15,745
+1,250
106
$756K 0.1%
18,764
107
$723K 0.1%
9,549
-400
108
$702K 0.09%
6,499
-1,245
109
$700K 0.09%
13,942
+2,500
110
$675K 0.09%
15,925
-90
111
$670K 0.09%
12,675
-9,804
112
$668K 0.09%
4,915
113
$664K 0.09%
36,340
-300
114
$659K 0.09%
536
115
$650K 0.09%
27,750
-3,000
116
$640K 0.09%
8,705
+5,165
117
$634K 0.08%
5,333
118
$617K 0.08%
29,700
119
$613K 0.08%
12,097
-162
120
$608K 0.08%
7,943
121
$600K 0.08%
5,300
122
$580K 0.08%
12,820
123
$555K 0.07%
8,175
+210
124
$545K 0.07%
4,742
125
$542K 0.07%
4,177
-500
3 4
5
6 7