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
$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
– –
-2,200
183
– –
-21,750
184
– –
-10,027
185
– –
-150
186
– –
-15,000
187
– –
-9,088
188
– –
-2,750
189
– –
-2,300
190
– –
-134,339
191
– –
-13,000
192
– –
-41,360
193
– –
-9,021
194
– –
-104,765
195
– –
-5,020
196
– –
-2,438
197
– –
-17,864
198
– –
-1,842
199
– –
-3,448
200
– –
-12,000
5 6 7
8
9