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
$745M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.32M
3
+$8.08M
4
QCOM icon
Qualcomm
QCOM
+$3.48M
5
CBPX
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
+$1.3M

Top Sells

1
+$15.4M
2
+$12.8M
3
+$8.92M
4
LOW icon
Lowe's Companies
LOW
+$4.02M
5
COR icon
Cencora
COR
+$3.56M

Sector Composition

1 Healthcare 18.25%
2 Technology 14.46%
3 Industrials 12.33%
4 Consumer Discretionary 10%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 3.48%
305,134
+11,700
2
$25.7M 3.45%
225,908
-31,356
3
$24.9M 3.35%
755,291
+6,214
4
$23.7M 3.19%
319,042
-54,035
5
$23.3M 3.13%
166,226
-13,751
6
$22.9M 3.08%
265,458
-255
7
$22.4M 3%
222,546
+7,103
8
$21.8M 2.93%
228,295
+4,665
9
$21.2M 2.84%
522,360
+1,835
10
$19.5M 2.62%
281,298
+3,996
11
$19.4M 2.61%
208,357
+4,549
12
$19.2M 2.58%
224,144
-658
13
$19.2M 2.57%
124,969
+4,152
14
$18.8M 2.53%
450,666
+6,615
15
$18.4M 2.47%
325,159
+5,730
16
$18.4M 2.46%
451,317
+30,850
17
$17.7M 2.37%
417,142
+10,020
18
$17.6M 2.37%
181,799
+2,347
19
$17.6M 2.36%
379,768
+700
20
$16.6M 2.22%
340,478
+4,637
21
$15.8M 2.12%
130,612
-625
22
$15.2M 2.04%
235,577
+3,638
23
$14.3M 1.92%
229,937
-7,143
24
$13.8M 1.86%
165,837
-12,780
25
$13.7M 1.84%
197,828
+50,231
1
2 3 4 5