GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.9M
3
+$11.4M
4
NVDA icon
NVIDIA
NVDA
+$9.89M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.59M

Top Sells

1
+$26.7M
2
+$23.6M
3
+$14.6M
4
MSFT icon
Microsoft
MSFT
+$3.28M
5
MA icon
Mastercard
MA
+$3.22M

Sector Composition

1 Technology 22.21%
2 Industrials 15.74%
3 Financials 15.08%
4 Healthcare 10.6%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$558K 0.04%
1,936
-1,300
152
$557K 0.04%
24,545
-1,000
153
$539K 0.04%
6,125
+910
154
$536K 0.04%
8,679
155
$513K 0.03%
6,220
156
$512K 0.03%
6,065
-400
157
$503K 0.03%
17,100
158
$490K 0.03%
990
159
$490K 0.03%
2,870
-66
160
$485K 0.03%
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161
$478K 0.03%
505
162
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4,120
163
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870
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164
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886
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165
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100
166
$449K 0.03%
1,025
167
$438K 0.03%
12,826
-16,974
168
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4,029
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169
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170
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171
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172
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4,876
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173
$392K 0.03%
7,800
174
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4,109
-2,600
175
$385K 0.03%
6,000
5 6
7
8 9