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
$701M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.09M
3 +$1.89M
4
IBM icon
IBM
IBM
+$1.74M
5
BCE icon
BCE
BCE
+$1.53M

Top Sells

1 +$13.5M
2 +$1.64M
3 +$805K
4
POT
Potash Corp Of Saskatchewan
POT
+$687K
5
MRK icon
Merck
MRK
+$630K

Sector Composition

1 Industrials 18.59%
2 Healthcare 17.22%
3 Technology 13.44%
4 Energy 11.05%
5 Consumer Staples 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$594K 0.08%
25,300
+300
127
$570K 0.08%
10,809
128
$551K 0.08%
23,596
-612
129
$472K 0.07%
8,019
130
$469K 0.07%
12,704
131
$465K 0.07%
6,826
-1,283
132
$464K 0.07%
6,943
133
$464K 0.07%
11,039
+520
134
$446K 0.06%
5,600
135
$446K 0.06%
5,300
136
$433K 0.06%
11,592
+5,852
137
$432K 0.06%
5,084
138
$430K 0.06%
12,300
139
$423K 0.06%
4,742
140
$412K 0.06%
+11,942
141
$396K 0.06%
+4,000
142
$373K 0.05%
4,000
143
$355K 0.05%
1,892
144
$344K 0.05%
3,910
145
$343K 0.05%
10,759
+944
146
$339K 0.05%
4,463
147
$332K 0.05%
10,276
148
$332K 0.05%
12,100
-555
149
$319K 0.05%
3,847
150
$317K 0.05%
19,560