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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.03%
5,050
+115
177
$260K 0.03%
10,533
-200
178
$257K 0.03%
38,000
-12,000
179
$243K 0.03%
6,448
-160
180
$238K 0.03%
+3,727
181
$236K 0.03%
2,962
182
$232K 0.03%
6,500
+700
183
$230K 0.03%
1,710
184
$230K 0.03%
8,228
185
$228K 0.03%
+12,250
186
$227K 0.03%
10,950
-3,093
187
$226K 0.03%
2,903
+28
188
$224K 0.03%
4,682
+400
189
$207K 0.03%
1,018
-25
190
– –
-2,687
191
– –
-16,500
192
– –
-1,678
193
– –
-2,600
194
– –
-3,043
195
– –
-10,268
196
– –
-2,023
197
– –
-10,370
198
– –
-1,710
199
– –
-2,438
200
– –
-1,967
5 6 7
8
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