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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$884K 0.09%
2,430
102
$877K 0.09%
6,723
+150
103
$876K 0.09%
38,491
104
$864K 0.09%
4,944
+300
105
$844K 0.09%
38,360
-1,070
106
$842K 0.09%
4,835
-200
107
$839K 0.09%
+4,150
108
$822K 0.08%
22,631
109
$812K 0.08%
11,565
110
$794K 0.08%
38,000
111
$789K 0.08%
+28,050
112
$780K 0.08%
+47,296
113
$775K 0.08%
+34,360
114
$768K 0.08%
19,876
-3,000
115
$757K 0.08%
+16,650
116
$754K 0.08%
6,435
+380
117
$738K 0.08%
3,055
118
$728K 0.07%
42,207
+3,207
119
$705K 0.07%
4,718
+500
120
$700K 0.07%
2,468
121
$695K 0.07%
20,856
+13,200
122
$690K 0.07%
4,818
123
$689K 0.07%
9,576
+1,860
124
$685K 0.07%
+64,670
125
$670K 0.07%
20,481
-10,755
3 4
5
6 7