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
$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
176
$215K 0.03%
4,542
+400
177
$215K 0.03%
124,000
+1,000
178
$214K 0.03%
11,500
179
$211K 0.03%
+2,570
180
$203K 0.02%
6,589
+200
181
$202K 0.02%
2,600
182
– –
-5,735
183
– –
-2,200
184
– –
-21,750
185
– –
-10,027
186
– –
-150
187
– –
-15,000
188
– –
-9,088
189
– –
-2,750
190
– –
-2,300
191
– –
-134,339
192
– –
-13,000
193
– –
-41,360
194
– –
-9,021
195
– –
-104,765
196
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-5,020
197
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-2,438
198
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-17,864
199
– –
-1,842
200
– –
-3,448
5 6 7
8
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