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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$298K 0.03%
36,620
+14,210
177
$291K 0.03%
+3,192
178
$288K 0.03%
1,500
179
$282K 0.03%
+9,088
180
$279K 0.03%
6,500
181
$276K 0.03%
3,459
182
$273K 0.03%
+2,800
183
$266K 0.03%
3,045
-2,335
184
$266K 0.03%
+6,660
185
$261K 0.03%
+36,720
186
$260K 0.03%
3,148
187
$259K 0.03%
+1,047
188
$252K 0.03%
4,942
+400
189
$247K 0.03%
6,589
190
$245K 0.03%
+2,333
191
$241K 0.02%
+6,561
192
$237K 0.02%
4,640
-9,060
193
$231K 0.02%
5,873
194
$230K 0.02%
2,600
195
$226K 0.02%
+767
196
$222K 0.02%
+3,245
197
$214K 0.02%
2,570
198
$210K 0.02%
+3,456
199
$208K 0.02%
+1,269
200
$203K 0.02%
+2,063
5 6 7
8
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