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
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.07%
10,554
+120
127
$525K 0.07%
11,724
128
$504K 0.07%
12,734
-4,652
129
$476K 0.07%
5,165
-100
130
$464K 0.07%
16,000
131
$462K 0.06%
6,363
-83
132
$457K 0.06%
12,802
-4,844
133
$442K 0.06%
12,300
134
$440K 0.06%
4,293
-3,110
135
$436K 0.06%
12,820
136
$422K 0.06%
2,238
137
$411K 0.06%
2,200
138
$403K 0.06%
5,232
+73
139
$400K 0.06%
35,000
140
$398K 0.06%
4,000
141
$394K 0.06%
7,462
+300
142
$392K 0.06%
40,000
-40,800
143
$364K 0.05%
4,955
-75
144
$358K 0.05%
+5,467
145
$345K 0.05%
9,088
146
$343K 0.05%
1,677
-49
147
$342K 0.05%
3,256
-104
148
$336K 0.05%
2,798
149
$324K 0.05%
5,616
150
$323K 0.05%
11,920
+1,296
4 5
6
7 8