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
$834M
AUM Growth
-$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$9.27M
3
+$7.39M
4
DIS icon
Walt Disney
DIS
+$4.64M
5
PLD icon
Prologis
PLD
+$2.69M

Top Sells

1
+$19.3M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.7M
5
MIK
Michaels Stores, Inc
MIK
+$1.33M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.82%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$336K 0.04%
17,580
+3,030
152
$329K 0.04%
6,882
+700
153
$321K 0.04%
2,199
+33
154
$311K 0.04%
3,448
+200
155
$304K 0.04%
+3,620
156
$299K 0.04%
2,320
+120
157
$288K 0.03%
6,500
158
$285K 0.03%
3,095
+133
159
$280K 0.03%
3,459
+381
160
$275K 0.03%
13,156
161
$270K 0.03%
1,000
162
$269K 0.03%
943
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163
$253K 0.03%
6,140
164
$253K 0.03%
+22,410
165
$250K 0.03%
+1,800
166
$249K 0.03%
3,148
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167
$247K 0.03%
8,575
-175
168
$246K 0.03%
10,071
+500
169
$239K 0.03%
2,390
170
$234K 0.03%
3,938
-2,250
171
$227K 0.03%
5,873
+1,100
172
$227K 0.03%
1,492
173
$226K 0.03%
7,656
-523
174
$224K 0.03%
+6,405
175
$221K 0.03%
1,500
5 6
7
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