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
$687M
AUM Growth
-$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.47M
3
+$1.08M
4
KHC icon
Kraft Heinz
KHC
+$1.06M
5
RTN
Raytheon Company
RTN
+$885K

Top Sells

1
+$13.9M
2
+$3.42M
3
+$1.49M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.17M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1M

Sector Composition

1 Healthcare 17.98%
2 Technology 15.72%
3 Industrials 11.92%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 3.4%
314,523
-10,681
2
$23.4M 3.4%
259,126
-8,032
3
$22M 3.2%
737,925
-27,653
4
$21.9M 3.19%
234,796
+7,783
5
$21.6M 3.14%
228,990
-1,387
6
$21.4M 3.12%
311,177
-4,985
7
$21.3M 3.09%
164,219
-2,292
8
$21.2M 3.09%
514,983
-9,117
9
$19.8M 2.88%
447,776
-5,123
10
$18.9M 2.75%
198,554
-2,891
11
$18.1M 2.64%
203,076
-5,127
12
$18.1M 2.63%
225,144
-617
13
$18.1M 2.63%
449,018
-4,045
14
$17.9M 2.61%
181,789
-1,984
15
$17.8M 2.6%
281,057
-2,115
16
$17.8M 2.59%
128,535
+964
17
$17.3M 2.52%
422,608
-1,612
18
$14.7M 2.14%
337,490
-5,750
19
$14.6M 2.12%
329,837
+1,600
20
$14.2M 2.07%
136,319
-641
21
$14.2M 2.07%
307,820
-32,270
22
$13.4M 1.95%
135,660
+3,161
23
$13.2M 1.92%
129,610
-1,147
24
$13M 1.89%
279,778
+268,424
25
$12.4M 1.8%
205,753
+785
1
2 3 4 5