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
$829M
AUM Growth
+$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$5.59M
3
+$2.8M
4
WFC icon
Wells Fargo
WFC
+$2.18M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$1.02M

Top Sells

1
+$3.33M
2
+$2.44M
3
+$2.07M
4
CLC
Clarcor
CLC
+$1.57M
5
MCD icon
McDonald's
MCD
+$1.48M

Sector Composition

1 Healthcare 19.35%
2 Industrials 13.68%
3 Technology 12.16%
4 Consumer Staples 9.94%
5 Consumer Discretionary 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 3.41%
227,210
-3,161
2
$28M 3.38%
446,558
-22,271
3
$27.7M 3.34%
420,314
-14,006
4
$27.6M 3.33%
154,430
-5,484
5
$26.7M 3.22%
237,511
-5,469
6
$26.7M 3.22%
821,321
-5,016
7
$25.6M 3.09%
312,598
+777
8
$25.3M 3.05%
226,116
-5,825
9
$23.6M 2.85%
475,097
-8,312
10
$23.5M 2.84%
286,335
-5,472
11
$23.4M 2.82%
+141,394
12
$23.3M 2.82%
194,133
-17,225
13
$21.7M 2.62%
293,290
-8,435
14
$21.3M 2.57%
207,727
-9,090
15
$20.8M 2.51%
283,740
-3,486
16
$20.6M 2.49%
123,745
-1,467
17
$20.4M 2.47%
231,007
-8,625
18
$20M 2.42%
452,749
-1,836
19
$19.6M 2.36%
182,226
+1,654
20
$19.2M 2.32%
125,173
+1,110
21
$18.6M 2.24%
77,819
+23,382
22
$17.6M 2.12%
191,669
-9,650
23
$16.4M 1.98%
336,168
-68,286
24
$16.4M 1.97%
126,190
-11,395
25
$15.7M 1.89%
132,183
-1,504
1
2 3 4 5