GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$5.62M
3
+$1.89M
4
GPK icon
Graphic Packaging
GPK
+$1.13M
5
JEF icon
Jefferies Financial Group
JEF
+$981K

Top Sells

1
+$17.7M
2
+$2.84M
3
+$1.53M
4
VST icon
Vistra
VST
+$1.14M
5
CLS icon
Celestica
CLS
+$1.14M

Sector Composition

1 Technology 24.94%
2 Financials 14.73%
3 Industrials 13.24%
4 Healthcare 9.02%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
126
Vanguard Mid-Cap ETF
VO
$90.5B
$951K 0.05%
3,239
+176
CNH
127
CNH Industrial
CNH
$11.9B
$929K 0.05%
85,606
-1,627,880
PLTR icon
128
Palantir
PLTR
$437B
$929K 0.05%
5,090
-2,325
EFX icon
129
Equifax
EFX
$26.6B
$924K 0.05%
3,600
VIS icon
130
Vanguard Industrials ETF
VIS
$6.43B
$905K 0.05%
3,053
MDLZ icon
131
Mondelez International
MDLZ
$69.7B
$886K 0.05%
14,180
-200
GIS icon
132
General Mills
GIS
$25.1B
$880K 0.05%
17,450
-500
AJG icon
133
Arthur J. Gallagher & Co
AJG
$65.8B
$867K 0.05%
2,800
FUL icon
134
H.B. Fuller
FUL
$3.27B
$853K 0.05%
14,385
-3,000
MTD icon
135
Mettler-Toledo International
MTD
$28.5B
$851K 0.05%
693
-125
WMT icon
136
Walmart Inc. Common Stock
WMT
$931B
$850K 0.05%
8,245
-33
SDY icon
137
State Street SPDR S&P Dividend ETF
SDY
$20.3B
$844K 0.05%
6,024
CRH icon
138
CRH
CRH
$85.2B
$822K 0.05%
6,855
+750
VB icon
139
Vanguard Small-Cap ETF
VB
$69.6B
$814K 0.05%
3,199
-672
BAC icon
140
Bank of America
BAC
$404B
$810K 0.05%
15,692
+1
SNPS icon
141
Synopsys
SNPS
$86.6B
$806K 0.05%
1,634
PANW icon
142
Palo Alto Networks
PANW
$130B
$785K 0.05%
3,854
+1,026
BXSL icon
143
Blackstone Secured Lending
BXSL
$6.51B
$782K 0.05%
30,000
IVW icon
144
iShares S&P 500 Growth ETF
IVW
$65.9B
$763K 0.04%
6,324
ATR icon
145
AptarGroup
ATR
$8.03B
$724K 0.04%
5,420
DUK icon
146
Duke Energy
DUK
$90.8B
$709K 0.04%
5,729
WY icon
147
Weyerhaeuser
WY
$16.9B
$708K 0.04%
28,560
-700
NOC icon
148
Northrop Grumman
NOC
$82.2B
$707K 0.04%
1,161
-1,000
TJX icon
149
TJX Companies
TJX
$173B
$706K 0.04%
4,882
-700
INTC icon
150
Intel
INTC
$179B
$689K 0.04%
20,545
-6,086
4 5
6
7 8