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
$883M
AUM Growth
+$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$5.82M
3
+$5.05M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
CNDT icon
Conduent
CNDT
+$921K

Top Sells

1
+$8.31M
2
+$3M
3
+$1.84M
4
BCR
CR Bard Inc.
BCR
+$1.21M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1.04M

Sector Composition

1 Healthcare 17.9%
2 Industrials 13.66%
3 Technology 13.21%
4 Financials 10.96%
5 Consumer Staples 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.11%
4,060
-635
102
$999K 0.11%
26,815
-4,000
103
$981K 0.11%
16,160
104
$980K 0.11%
4,993
105
$978K 0.11%
13,150
+3,525
106
$954K 0.11%
76,136
-3,120
107
$921K 0.1%
+56,975
108
$865K 0.1%
44,000
-3,000
109
$862K 0.1%
14,740
+1,000
110
$859K 0.1%
12,023
-6,000
111
$834K 0.09%
7,950
112
$829K 0.09%
15,105
-397
113
$818K 0.09%
5,343
114
$779K 0.09%
18,203
+630
115
$776K 0.09%
8,700
-188
116
$773K 0.09%
4,115
117
$739K 0.08%
14,000
+2,000
118
$725K 0.08%
4,277
-1
119
$690K 0.08%
7,445
120
$690K 0.08%
5,084
121
$687K 0.08%
2,238
122
$685K 0.08%
21,960
123
$672K 0.08%
3,502
124
$637K 0.07%
4,115
+505
125
$637K 0.07%
4,700
3 4
5
6 7