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
$1.4B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.64M
3
+$1.22M
4
DXC icon
DXC Technology
DXC
+$1.21M
5
BMY icon
Bristol-Myers Squibb
BMY
+$864K

Top Sells

1
+$1.27M
2
+$801K
3
+$620K
4
BA icon
Boeing
BA
+$619K
5
VAW icon
Vanguard Materials ETF
VAW
+$588K

Sector Composition

1 Technology 16.98%
2 Healthcare 16.39%
3 Financials 13.28%
4 Communication Services 12.16%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.07M 0.08%
5,468
127
$1.06M 0.08%
36,400
+335
128
$1.06M 0.08%
3,153
-40
129
$1.06M 0.08%
17,206
+450
130
$1.05M 0.08%
12,348
131
$1.04M 0.07%
23,071
+140
132
$1.04M 0.07%
5,019
133
$1.01M 0.07%
2,675
134
$1M 0.07%
2,539
-33
135
$923K 0.07%
17,801
-1,525
136
$896K 0.06%
10,640
-1,000
137
$895K 0.06%
5,183
138
$893K 0.06%
53,398
+5,000
139
$892K 0.06%
45,090
+14,120
140
$880K 0.06%
12,565
+193
141
$830K 0.06%
28,170
+1,645
142
$811K 0.06%
4,177
143
$786K 0.06%
11,595
144
$782K 0.06%
3,055
145
$780K 0.06%
6,240
146
$780K 0.06%
6,935
147
$777K 0.06%
5,112
148
$775K 0.06%
6,179
+266
149
$766K 0.05%
+13,115
150
$761K 0.05%
2,886
4 5
6
7 8