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
$1.63B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$18M
3
+$16M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.37M
5
FISV
Fiserv Inc
FISV
+$1.31M

Top Sells

1
+$29.1M
2
+$23.1M
3
+$21M
4
CLS icon
Celestica
CLS
+$1.38M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.38M

Sector Composition

1 Technology 24.69%
2 Financials 15.16%
3 Industrials 15.14%
4 Healthcare 8.63%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
176
Welltower
WELL
$127B
$388K 0.02%
2,524
+450
SPYM
177
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.6B
$386K 0.02%
5,308
+335
ZBH icon
178
Zimmer Biomet
ZBH
$18.3B
$377K 0.02%
4,133
+13
SCHX icon
179
Schwab US Large- Cap ETF
SCHX
$63.5B
$375K 0.02%
15,346
+22
XLK icon
180
State Street Technology Select Sector SPDR ETF
XLK
$48.2B
$374K 0.02%
1,478
IR icon
181
Ingersoll Rand
IR
$33B
$374K 0.02%
4,499
KKR icon
182
KKR & Co
KKR
$127B
$372K 0.02%
2,797
XLF icon
183
State Street Financial Select Sector SPDR ETF
XLF
$53.3B
$372K 0.02%
7,096
-4,500
MCO icon
184
Moody's
MCO
$86.6B
$368K 0.02%
733
IEO icon
185
iShares US Oil & Gas Exploration & Production ETF
IEO
$449M
$364K 0.02%
4,109
IVE icon
186
iShares S&P 500 Value ETF
IVE
$48.1B
$363K 0.02%
1,857
GEHC icon
187
GE HealthCare
GEHC
$39.2B
$358K 0.02%
4,839
-37
INTU icon
188
Intuit
INTU
$188B
$351K 0.02%
446
GH icon
189
Guardant Health
GH
$13.2B
$351K 0.02%
6,740
ITA icon
190
iShares US Aerospace & Defense ETF
ITA
$12.1B
$349K 0.02%
1,850
MRC
191
DELISTED
MRC Global
MRC
$346K 0.02%
25,235
-4,335
SU icon
192
Suncor Energy
SU
$53.2B
$346K 0.02%
9,228
AXP icon
193
American Express
AXP
$265B
$344K 0.02%
1,080
+25
IWF icon
194
iShares Russell 1000 Growth ETF
IWF
$125B
$343K 0.02%
807
JBL icon
195
Jabil
JBL
$25B
$342K 0.02%
1,570
WST icon
196
West Pharmaceutical
WST
$19.6B
$341K 0.02%
1,559
WFC icon
197
Wells Fargo
WFC
$291B
$341K 0.02%
4,257
+252
NOW icon
198
ServiceNow
NOW
$180B
$338K 0.02%
+329
XYL icon
199
Xylem
XYL
$34.1B
$337K 0.02%
2,605
BND icon
200
Vanguard Total Bond Market
BND
$144B
$336K 0.02%
4,570
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