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
$967M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$1.36M
3 +$1M
4
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$1M
5
PFE icon
Pfizer
PFE
+$1M

Top Sells

1 +$33.2M
2 +$6.08M
3 +$1.36M
4
MA icon
Mastercard
MA
+$1.01M
5
GWR
Genesee & Wyoming Inc.
GWR
+$906K

Sector Composition

1 Healthcare 16.55%
2 Industrials 15.21%
3 Financials 12.79%
4 Technology 12.7%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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152
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6,240
153
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175
$279K 0.03%
10,027