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
$967M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$1.36M
3 +$1M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1M
5
PFE icon
Pfizer
PFE
+$1M

Top Sells

1 +$33.2M
2 +$6.08M
3 +$1.36M
4
MA icon
Mastercard
MA
+$1.01M
5
GWR
Genesee & Wyoming Inc.
GWR
+$906K

Sector Composition

1 Healthcare 16.55%
2 Industrials 15.21%
3 Financials 12.79%
4 Technology 12.7%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$727K 0.08%
+40,000
127
$708K 0.07%
39,710
-250
128
$703K 0.07%
4,085
129
$678K 0.07%
3,055
-85
130
$658K 0.07%
2,413
131
$579K 0.06%
4,700
-4,000
132
$579K 0.06%
11,400
+3,500
133
$571K 0.06%
3,387
134
$552K 0.06%
42,240
135
$535K 0.06%
6,462
136
$523K 0.05%
5,103
+28
137
$518K 0.05%
3,210
138
$518K 0.05%
30,000
139
$508K 0.05%
4,955
140
$501K 0.05%
11,250
141
$495K 0.05%
14,000
142
$483K 0.05%
12,192
143
$482K 0.05%
23,764
-12,077
144
$480K 0.05%
4,630
-1,079
145
$468K 0.05%
9,571
146
$466K 0.05%
2,865
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147
$461K 0.05%
3,700
148
$456K 0.05%
2,355
+355
149
$425K 0.04%
6,550
150
$418K 0.04%
2,349