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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.59M
3
+$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1
+$3.33M
2
+$2.44M
3
+$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$286K 0.03%
6,389
-365
177
$284K 0.03%
8,533
178
$284K 0.03%
4,550
179
$279K 0.03%
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180
$277K 0.03%
3,437
181
$274K 0.03%
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182
$269K 0.03%
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183
$269K 0.03%
2,380
184
$268K 0.03%
5,800
185
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2,972
186
$262K 0.03%
2,505
187
$259K 0.03%
4,525
-1,075
188
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189
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190
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2,439
191
$253K 0.03%
8,228
192
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193
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194
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+1,635
195
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196
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1,710
197
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+2,962
198
– –
0
199
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2,774
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200
$220K 0.03%
23,054
5 6 7
8
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