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
$774M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.15M
4
UN
Unilever NV New York Registry Shares
UN
+$1.07M
5
GPK icon
Graphic Packaging
GPK
+$807K

Top Sells

1
+$21.5M
2
+$8.17M
3
+$1.54M
4
IBM icon
IBM
IBM
+$903K
5
HQH
abrdn Healthcare Investors
HQH
+$753K

Sector Composition

1 Healthcare 18.77%
2 Industrials 14.03%
3 Consumer Discretionary 10.23%
4 Consumer Staples 9.97%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$958K 0.12%
50,000
-3,000
102
$949K 0.12%
6,779
103
$941K 0.12%
23,790
-2,797
104
$928K 0.12%
51,715
+15,375
105
$891K 0.12%
13,176
+1
106
$880K 0.11%
4,840
107
$872K 0.11%
12,245
+5,800
108
$869K 0.11%
14,625
-6,300
109
$867K 0.11%
3,858
110
$859K 0.11%
15,520
-1,350
111
$843K 0.11%
12,166
112
$807K 0.1%
+64,645
113
$805K 0.1%
20,955
-690
114
$799K 0.1%
24,950
-453
115
$769K 0.1%
10,000
-5,000
116
$744K 0.1%
15,497
+4,544
117
$728K 0.09%
4,677
+500
118
$722K 0.09%
+19,375
119
$698K 0.09%
4,915
120
$689K 0.09%
9,188
121
$653K 0.08%
5,333
122
$649K 0.08%
5,070
+2,495
123
$626K 0.08%
5,343
+43
124
$606K 0.08%
8,049
-1,750
125
$605K 0.08%
3,503
3 4
5
6 7