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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.27M
3
+$7.39M
4
DIS icon
Walt Disney
DIS
+$4.64M
5
PLD icon
Prologis
PLD
+$2.69M

Top Sells

1
+$19.3M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
MIK
Michaels Stores, Inc
MIK
+$1.33M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.82%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750K 0.09%
6,573
+598
102
$738K 0.09%
4,424
+990
103
$737K 0.09%
4,575
+490
104
$712K 0.09%
2,430
-30
105
$698K 0.08%
9,865
+4,500
106
$683K 0.08%
38,491
+5,666
107
$676K 0.08%
11,565
+1,130
108
$660K 0.08%
4,644
109
$644K 0.08%
+11,125
110
$626K 0.08%
+6,055
111
$620K 0.07%
2,049
112
$610K 0.07%
3,055
113
$603K 0.07%
39,430
-280
114
$585K 0.07%
+39,000
115
$584K 0.07%
2,468
+55
116
$583K 0.07%
+2,750
117
$577K 0.07%
13,700
-980
118
$558K 0.07%
4,218
119
$551K 0.07%
22,631
+5,631
120
$551K 0.07%
4,818
121
$548K 0.07%
38,000
+10,000
122
$547K 0.07%
57,857
-59,750
123
$530K 0.06%
9,415
-5,857
124
$529K 0.06%
32,000
125
$508K 0.06%
5,112
-1,250
3 4
5
6 7