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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$396K 0.05%
10,385
152
$386K 0.05%
7,215
153
$383K 0.05%
11,500
154
$375K 0.05%
15,027
155
$369K 0.05%
+30,000
156
$363K 0.04%
6,800
157
$357K 0.04%
2,515
158
$334K 0.04%
14,500
159
$327K 0.04%
2,188
160
$322K 0.04%
1,655
+500
161
$320K 0.04%
13,000
162
$319K 0.04%
3,734
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163
$317K 0.04%
7,082
164
$301K 0.04%
3,575
+1,360
165
$298K 0.04%
8,975
166
$297K 0.04%
2,225
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167
$295K 0.04%
3,248
168
$286K 0.04%
2,390
169
$282K 0.03%
2,149
-135
170
$281K 0.03%
4,425
171
$278K 0.03%
9,088
172
$277K 0.03%
6,389
173
$269K 0.03%
10,114
174
$265K 0.03%
7,146
175
$263K 0.03%
3,317
+27
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