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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$455K 0.05%
9,756
+729
152
$454K 0.05%
5,100
153
$441K 0.05%
4,995
154
$440K 0.05%
6,550
155
$416K 0.04%
2,135
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156
$409K 0.04%
17,580
157
$399K 0.04%
10,077
-1,171
158
$389K 0.04%
6,311
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159
$381K 0.04%
+109,835
160
$378K 0.04%
21,470
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161
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162
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163
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3,480
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164
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165
$339K 0.03%
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166
$333K 0.03%
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167
$330K 0.03%
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168
$330K 0.03%
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169
$324K 0.03%
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170
$323K 0.03%
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171
$322K 0.03%
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172
$318K 0.03%
6,140
173
$316K 0.03%
3,095
174
$305K 0.03%
8,575
175
$298K 0.03%
1,000
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