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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.59M
3
+$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1
+$3.33M
2
+$2.44M
3
+$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$656K 0.08%
3,503
127
$641K 0.08%
5,343
128
$613K 0.07%
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-249
129
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130
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13,190
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131
$602K 0.07%
7,445
132
$545K 0.07%
4,895
133
$542K 0.07%
7,943
134
$542K 0.07%
7,950
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135
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2,238
136
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35,000
137
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138
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7,000
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139
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140
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141
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3,605
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143
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6,195
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146
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11,130
147
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2,063
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148
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11,720
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149
$464K 0.06%
3,405
150
$463K 0.06%
7,415
-2,111
4 5
6
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