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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.05%
4,087
+835
152
$341K 0.05%
4,050
+1,550
153
$341K 0.05%
9,664
+2,264
154
$335K 0.04%
3,222
155
$325K 0.04%
7,000
156
$322K 0.04%
11,920
157
$320K 0.04%
35,000
158
$318K 0.04%
3,256
-2,385
159
$312K 0.04%
7,200
160
$298K 0.04%
3,437
161
$298K 0.04%
5,912
162
$292K 0.04%
4,000
163
$288K 0.04%
3,556
164
$288K 0.04%
15,438
165
$284K 0.04%
9,486
166
$282K 0.04%
4,550
167
$280K 0.04%
4,906
168
$279K 0.04%
7,350
+2,100
169
$276K 0.04%
9,250
-75
170
$276K 0.04%
12,500
171
$273K 0.04%
11,500
-3,500
172
$272K 0.04%
+2,415
173
$271K 0.04%
18,914
-1,072
174
$265K 0.04%
2,390
175
$262K 0.04%
+7,068
4 5 6
7
8