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
$1.2B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$6.67M
3
+$1.65M
4
DXC icon
DXC Technology
DXC
+$1.48M
5
BAC icon
Bank of America
BAC
+$1.36M

Top Sells

1
+$30.5M
2
+$3.59M
3
+$2.79M
4
MSFT icon
Microsoft
MSFT
+$2.06M
5
PFE icon
Pfizer
PFE
+$1.44M

Sector Composition

1 Healthcare 17.45%
2 Technology 13.98%
3 Financials 13.25%
4 Communication Services 11.7%
5 Industrials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.11%
16,650
102
$1.28M 0.11%
5,863
+271
103
$1.28M 0.11%
19,811
-240
104
$1.26M 0.11%
5,028
105
$1.25M 0.1%
21,470
106
$1.25M 0.1%
21,321
+305
107
$1.25M 0.1%
49,580
-14,600
108
$1.24M 0.1%
16,750
+750
109
$1.23M 0.1%
39,860
110
$1.22M 0.1%
72,165
111
$1.21M 0.1%
6,174
-15
112
$1.21M 0.1%
7,920
+1,505
113
$1.19M 0.1%
3,627
-15
114
$1.18M 0.1%
5,514
+90
115
$1.17M 0.1%
22,100
116
$1.06M 0.09%
11,640
117
$1.02M 0.09%
5,019
+75
118
$1M 0.08%
2,430
119
$953K 0.08%
4,070
+425
120
$949K 0.08%
+25,045
121
$946K 0.08%
+50,504
122
$888K 0.07%
12,697
-53
123
$874K 0.07%
24,256
+5,945
124
$873K 0.07%
3,243
-200
125
$856K 0.07%
22,631
3 4
5
6 7