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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$5.59M
3 +$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1 +$3.33M
2 +$2.44M
3 +$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$980K 0.12%
18,585
+205
102
$969K 0.12%
30,815
103
$963K 0.12%
26,699
-1,199
104
$960K 0.12%
23,790
105
$952K 0.11%
3,832
-26
106
$946K 0.11%
57,000
+7,000
107
$926K 0.11%
20,855
-100
108
$912K 0.11%
12,231
+65
109
$875K 0.11%
14,625
110
$867K 0.1%
+73,316
111
$857K 0.1%
66,615
+1,970
112
$846K 0.1%
13,346
+1,101
113
$821K 0.1%
15,820
+300
114
$801K 0.1%
4,527
-150
115
$791K 0.1%
10,071
-8,785
116
$791K 0.1%
4,615
-225
117
$763K 0.09%
5,820
+750
118
$750K 0.09%
4,915
119
$747K 0.09%
9,188
120
$738K 0.09%
12,400
+8,400
121
$730K 0.09%
15,497
122
$710K 0.09%
10,160
-3,035
123
$686K 0.08%
22,791
-2,159
124
$679K 0.08%
+18,200
125
$677K 0.08%
10,000