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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.27M
3
+$7.39M
4
DIS icon
Walt Disney
DIS
+$4.64M
5
PLD icon
Prologis
PLD
+$2.69M

Top Sells

1
+$19.3M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
MIK
Michaels Stores, Inc
MIK
+$1.33M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.82%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$505K 0.06%
2,491
+136
127
$503K 0.06%
22,360
+2,000
128
$494K 0.06%
11,250
129
$490K 0.06%
13,580
-90
130
$489K 0.06%
1,649
-437
131
$482K 0.06%
5,035
+535
132
$462K 0.06%
3,343
-44
133
$436K 0.05%
14,500
134
$435K 0.05%
3,700
135
$434K 0.05%
6,240
136
$426K 0.05%
4,995
+1,703
137
$421K 0.05%
5,100
+400
138
$420K 0.05%
5,255
+300
139
$418K 0.05%
5,380
-248,984
140
$414K 0.05%
7,716
+2,588
141
$407K 0.05%
3,642
+432
142
$407K 0.05%
6,462
143
$400K 0.05%
7,040
+2,430
144
$394K 0.05%
6,550
145
$387K 0.05%
2,863
+38
146
$383K 0.05%
12,430
-1,275
147
$377K 0.05%
11,248
+1,042
148
$362K 0.04%
+2,458
149
$355K 0.04%
9,027
-6,041
150
$339K 0.04%
14,000
4 5
6
7 8