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
$718M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$2.34M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.66M
5
VYX icon
NCR Voyix
VYX
+$567K

Top Sells

1
+$24.3M
2
+$13.6M
3
+$3.12M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$2.39M
5
COR icon
Cencora
COR
+$2.08M

Sector Composition

1 Healthcare 16.73%
2 Industrials 15.12%
3 Technology 12.78%
4 Energy 10.53%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$568K 0.08%
3,108
-931
127
$567K 0.08%
+27,705
128
$560K 0.08%
+50,000
129
$551K 0.08%
12,003
+909
130
$544K 0.08%
4,000
131
$543K 0.08%
4,969
+123
132
$538K 0.08%
10,809
133
$477K 0.07%
5,084
134
$467K 0.07%
6,855
135
$464K 0.06%
5,300
136
$464K 0.06%
8,023
137
$452K 0.06%
+6,680
138
$443K 0.06%
3,742
-2,041
139
$423K 0.06%
15,850
-12,270
140
$418K 0.06%
4,592
141
$402K 0.06%
12,300
142
$402K 0.06%
10,595
+895
143
$397K 0.06%
11,596
144
$397K 0.06%
+2,200
145
$370K 0.05%
1,867
-19
146
$369K 0.05%
4,385
-39
147
$366K 0.05%
7,115
+1,315
148
$364K 0.05%
3,880
149
$363K 0.05%
4,000
150
$354K 0.05%
+16,725
4 5
6
7 8