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
$1.2B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$6.67M
3
+$1.65M
4
DXC icon
DXC Technology
DXC
+$1.48M
5
BAC icon
Bank of America
BAC
+$1.36M

Top Sells

1
+$30.5M
2
+$3.59M
3
+$2.79M
4
MSFT icon
Microsoft
MSFT
+$2.06M
5
PFE icon
Pfizer
PFE
+$1.44M

Sector Composition

1 Healthcare 17.45%
2 Technology 13.98%
3 Financials 13.25%
4 Communication Services 11.7%
5 Industrials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$282K 0.02%
1,000
202
$279K 0.02%
6,798
+925
203
$265K 0.02%
6,500
204
$262K 0.02%
3,148
205
$262K 0.02%
1,269
206
$259K 0.02%
948
207
$254K 0.02%
875
208
$254K 0.02%
2,500
209
$252K 0.02%
3,456
210
$252K 0.02%
+1,235
211
$237K 0.02%
+1,020
212
$236K 0.02%
6,500
213
$236K 0.02%
1,842
214
$236K 0.02%
+3,448
215
$235K 0.02%
+3,400
216
$227K 0.02%
4,942
217
$224K 0.02%
+310
218
$223K 0.02%
+100
219
$220K 0.02%
+2,687
220
$219K 0.02%
+16,003
221
$212K 0.02%
+4,050
222
$211K 0.02%
+7,398
223
$209K 0.02%
+2,444
224
$205K 0.02%
2,470
-100
225
$205K 0.02%
+7,400
6 7 8
9
10