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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$569K 0.07%
14,000
127
$566K 0.07%
14,799
-13,015
128
$558K 0.07%
42,240
+18,880
129
$556K 0.07%
102,800
-8,800
130
$553K 0.07%
+11,700
131
$552K 0.07%
2,254
132
$547K 0.07%
36,000
133
$539K 0.07%
4,085
134
$536K 0.07%
+20,850
135
$525K 0.06%
10,623
-1,400
136
$519K 0.06%
+30,841
137
$506K 0.06%
2,200
138
$505K 0.06%
3,387
139
$503K 0.06%
3,140
140
$496K 0.06%
3,919
+633
141
$481K 0.06%
3,062
-415
142
$471K 0.06%
13,250
+3,250
143
$446K 0.06%
12,471
144
$444K 0.05%
3,436
-100
145
$444K 0.05%
4,955
146
$440K 0.05%
5,111
+26
147
$425K 0.05%
3,155
148
$422K 0.05%
11,690
-153,725
149
$421K 0.05%
6,462
150
$417K 0.05%
9,618
+1,000
4 5
6
7 8