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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.59M
3
+$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1
+$3.33M
2
+$2.44M
3
+$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.05%
4,005
152
$452K 0.05%
3,455
153
$446K 0.05%
4,561
-1,105
154
$437K 0.05%
3,232
+1
155
$427K 0.05%
3,222
156
$426K 0.05%
12,300
157
$417K 0.05%
2,135
-200
158
$410K 0.05%
5,812
159
$391K 0.05%
8,820
+2,040
160
$369K 0.04%
3,387
-169
161
– –
0
162
$368K 0.04%
11,375
163
$361K 0.04%
7,000
+500
164
$351K 0.04%
8,931
-2,258
165
$345K 0.04%
6,554
166
$344K 0.04%
17,427
-165
167
$340K 0.04%
9,486
168
$337K 0.04%
7,935
169
$336K 0.04%
2,225
-306
170
$334K 0.04%
9,088
171
$333K 0.04%
+2,500
172
$326K 0.04%
15,000
173
$318K 0.04%
2,390
174
$317K 0.04%
9,250
175
$310K 0.04%
20,000
5 6
7
8 9