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
$774M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.91M
3
+$1.15M
4
UN
Unilever NV New York Registry Shares
UN
+$1.07M
5
GPK icon
Graphic Packaging
GPK
+$807K

Top Sells

1
+$21.5M
2
+$8.17M
3
+$1.54M
4
IBM icon
IBM
IBM
+$903K
5
HQH
abrdn Healthcare Investors
HQH
+$753K

Sector Composition

1 Healthcare 18.77%
2 Industrials 14.03%
3 Consumer Discretionary 10.23%
4 Consumer Staples 9.97%
5 Technology 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$592K 0.08%
11,285
-2,250
127
$564K 0.07%
10,424
-786
128
$560K 0.07%
7,445
-3,480
129
$554K 0.07%
11,035
-211
130
$550K 0.07%
7,943
-4,686
131
$547K 0.07%
5,666
-3,039
132
$523K 0.07%
3,893
-4,000
133
$523K 0.07%
13,709
134
$521K 0.07%
2,238
135
$505K 0.07%
8,298
+86
136
$502K 0.06%
4,895
137
$489K 0.06%
9,526
-1,439
138
$488K 0.06%
5,700
139
$465K 0.06%
3,231
-116
140
$452K 0.06%
4,345
+895
141
$452K 0.06%
2,200
142
$450K 0.06%
3,405
143
$435K 0.06%
2,335
144
$434K 0.06%
12,300
145
$433K 0.06%
35,000
146
$419K 0.05%
11,130
147
$417K 0.05%
4,005
+208
148
$409K 0.05%
11,189
+1,525
149
$395K 0.05%
3,222
150
$391K 0.05%
12,500
4 5
6
7 8