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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$891K 0.11%
14,283
+175
102
$847K 0.1%
21,150
-503
103
$814K 0.1%
32,000
+3,000
104
$813K 0.1%
89,296
105
$809K 0.1%
25,500
+5,500
106
$806K 0.1%
75,735
+4,000
107
$805K 0.1%
13,035
-1,000
108
$799K 0.1%
19,421
+5,000
109
$794K 0.1%
8,700
110
$791K 0.1%
3,060
111
$786K 0.1%
39,960
112
$783K 0.1%
19,500
-3,000
113
$774K 0.1%
14,875
+1,430
114
$759K 0.09%
5,386
115
$751K 0.09%
4,993
116
$750K 0.09%
4,888
+750
117
$737K 0.09%
4,337
118
$706K 0.09%
5,275
+152
119
$704K 0.09%
16,865
+1,000
120
$691K 0.09%
9,445
+2,000
121
$657K 0.08%
15,254
-667
122
$648K 0.08%
96,635
+20,000
123
$644K 0.08%
11,570
+2,000
124
$630K 0.08%
5,265
-3,000
125
$606K 0.07%
7,209
3 4
5
6 7