GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
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
+$10.8M
2
+$10.5M
3
+$9.4M
4
DIS icon
Walt Disney
DIS
+$6.07M
5
PLD icon
Prologis
PLD
+$2.93M

Top Sells

1
+$22.8M
2
+$12.6M
3
+$2.94M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
MA icon
Mastercard
MA
+$1.64M

Sector Composition

1 Healthcare 19.61%
2 Technology 13.51%
3 Financials 12.85%
4 Industrials 12.39%
5 Communication Services 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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219
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