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
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 3.96%
315,286
-1,083
2
$27.7M 3.71%
228,536
-1,432
3
$26.7M 3.58%
161,533
-3,596
4
$24.8M 3.32%
742,356
+1,263
5
$24.2M 3.23%
470,699
+46
6
$23.9M 3.2%
225,642
+1,070
7
$22.7M 3.03%
286,264
-2,503
8
$22.4M 3%
437,754
+6,319
9
$21.8M 2.92%
390,485
+8,806
10
$21.4M 2.86%
454,898
+9,334
11
$21.2M 2.83%
240,461
+2,484
12
$21.1M 2.82%
143,731
+1,411
13
$20.4M 2.73%
279,096
+1,711
14
$20.3M 2.72%
429,547
+2,630
15
$19.7M 2.64%
214,949
-987
16
$19.3M 2.59%
179,443
+894
17
$18.1M 2.43%
124,949
-152
18
$18.1M 2.42%
228,204
+28,486
19
$17.8M 2.38%
297,312
+1,810
20
$17.4M 2.32%
117,498
+521
21
$17.3M 2.31%
212,403
+10,359
22
$16.3M 2.18%
135,238
+3,800
23
$14.4M 1.92%
127,727
+903
24
$14.1M 1.89%
210,674
-2,891
25
$12.5M 1.68%
158,649
+1,214
1
2 3 4 5