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
$754M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.48M
3
+$5.43M
4
XOM icon
Exxon Mobil
XOM
+$1.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.5M

Top Sells

1
+$9.88M
2
+$2.6M
3
+$2.01M
4
DD icon
DuPont de Nemours
DD
+$1.02M
5
GE icon
GE Aerospace
GE
+$780K

Sector Composition

1 Healthcare 17.66%
2 Technology 15.81%
3 Industrials 11.85%
4 Consumer Discretionary 9.71%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 3.59%
325,204
+20,070
2
$25M 3.31%
267,158
+1,700
3
$24.4M 3.23%
765,578
+10,287
4
$23M 3.05%
166,511
+285
5
$22.1M 2.93%
227,013
+4,467
6
$21.5M 2.85%
230,377
+2,082
7
$21.4M 2.84%
201,445
-24,463
8
$21.2M 2.81%
316,162
-2,880
9
$20.5M 2.72%
524,100
+1,740
10
$20M 2.65%
452,899
+1,582
11
$19.9M 2.64%
208,203
-154
12
$19.8M 2.63%
127,571
+2,602
13
$19M 2.51%
453,063
+2,397
14
$18.5M 2.46%
283,172
+1,874
15
$18.2M 2.41%
328,237
+3,078
16
$18.1M 2.4%
225,761
+1,617
17
$18M 2.39%
424,220
+7,078
18
$17.8M 2.36%
183,773
+1,974
19
$17.2M 2.28%
340,090
-39,678
20
$16M 2.12%
343,240
+2,762
21
$15.6M 2.07%
130,757
+145
22
$15.5M 2.06%
136,960
+47,925
23
$14.3M 1.89%
165,740
-97
24
$14M 1.86%
228,063
-1,874
25
$13.9M 1.84%
230,807
-4,770
1
2 3 4 5