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
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$9.4M
2 +$2.59M
3 +$2.39M
4
REG icon
Regency Centers
REG
+$2.22M
5
XOM icon
Exxon Mobil
XOM
+$1.81M

Top Sells

1 +$13.1M
2 +$12.7M
3 +$10.6M
4
FPO
First Potomac Realty Trust
FPO
+$1.91M
5
DD
Du Pont De Nemours E I
DD
+$1.86M

Sector Composition

1 Healthcare 19.97%
2 Industrials 14.23%
3 Technology 12.56%
4 Financials 10.59%
5 Consumer Staples 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$423K 0.05%
12,765
-425
152
$410K 0.05%
9,088
153
$409K 0.05%
16,600
+950
154
0
155
$397K 0.05%
3,772
+800
156
$391K 0.05%
2,590
+200
157
$389K 0.05%
8,955
+7
158
$386K 0.05%
9,311
-164
159
$375K 0.05%
3,570
+845
160
$374K 0.05%
2,225
161
$369K 0.04%
9,486
162
$365K 0.04%
3,705
-300
163
$361K 0.04%
20,000
164
$359K 0.04%
12,300
165
$358K 0.04%
10,000
166
$357K 0.04%
2,350
167
$356K 0.04%
+35,000
168
$353K 0.04%
2,500
169
$349K 0.04%
14,500
170
$336K 0.04%
10,000
171
$336K 0.04%
9,451
+918
172
$335K 0.04%
8,500
+1,000
173
$333K 0.04%
6,554
174
$320K 0.04%
+5,000
175
$316K 0.04%
9,388
+1,135