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
201
-32,000
202
-58,000
203
-13,580
204
-57,857
205
-14,000
206
-221,922