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
$711M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.42M
3
+$1.18M
4
AXP icon
American Express
AXP
+$827K
5
WHR icon
Whirlpool
WHR
+$721K

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.89M
4
QCOM icon
Qualcomm
QCOM
+$1.36M
5
LOW icon
Lowe's Companies
LOW
+$1.02M

Sector Composition

1 Healthcare 19.13%
2 Technology 15.08%
3 Industrials 11.78%
4 Consumer Discretionary 10.29%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 3.48%
164,847
+628
2
$24.8M 3.48%
317,780
+3,257
3
$24.6M 3.45%
442,676
-5,100
4
$23.3M 3.28%
239,746
-19,380
5
$23.3M 3.27%
226,696
-8,100
6
$22.8M 3.2%
227,898
-1,092
7
$22.6M 3.18%
297,765
-13,412
8
$22.5M 3.17%
512,254
-2,729
9
$22.4M 3.15%
730,737
-7,188
10
$20.5M 2.88%
197,445
-1,109
11
$19.4M 2.73%
448,986
-32
12
$19.4M 2.72%
203,086
+10
13
$19M 2.67%
224,055
-1,089
14
$18.7M 2.63%
280,895
-162
15
$18M 2.53%
389,814
+52,324
16
$17.4M 2.45%
181,171
-618
17
$16.9M 2.37%
128,116
-419
18
$16.4M 2.31%
425,088
+2,480
19
$16.2M 2.28%
135,550
-769
20
$15.3M 2.15%
319,157
-10,680
21
$15.2M 2.14%
128,996
-6,664
22
$14.5M 2.04%
102,062
+1,098
23
$13.6M 1.91%
297,904
-9,916
24
$13.2M 1.85%
128,440
-1,170
25
$12.9M 1.81%
216,936
+19,915
1
2 3 4 5