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
$939M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$2.89M
3
+$1.86M
4
BCE icon
BCE
BCE
+$1.44M
5
LUMN icon
Lumen
LUMN
+$946K

Top Sells

1
+$1.73M
2
+$1.72M
3
+$963K
4
MSFT icon
Microsoft
MSFT
+$910K
5
CBPX
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
+$901K

Sector Composition

1 Healthcare 18.39%
2 Technology 13.57%
3 Industrials 13.43%
4 Financials 10.81%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.4M 4.52%
190,652
-7,715
2
$40.5M 4.32%
354,186
-7,961
3
$37M 3.94%
145,410
-1,178
4
$34.4M 3.67%
823,313
-17,649
5
$32.2M 3.43%
232,716
-2,793
6
$29.7M 3.16%
408,697
-6,434
7
$29.3M 3.12%
255,300
-15,052
8
$28.7M 3.06%
117,734
-1,577
9
$27.2M 2.9%
128,013
-1,464
10
$26.2M 2.79%
234,561
-1,355
11
$25.5M 2.72%
187,528
-473
12
$25.5M 2.72%
458,937
-788
13
$25M 2.66%
288,010
-1,752
14
$23.3M 2.48%
390,580
-1,300
15
$21.4M 2.27%
526,941
+35,577
16
$21M 2.23%
179,581
-2,920
17
$20.2M 2.16%
125,914
-1,818
18
$19.9M 2.12%
386,350
-15,453
19
$19.6M 2.08%
116,919
-2,870
20
$18.7M 1.99%
278,615
-987
21
$17.6M 1.88%
135,913
+29,442
22
$17.2M 1.83%
140,771
+3,316
23
$16M 1.71%
110,770
-2,718
24
$15.1M 1.6%
177,138
-4,717
25
$14.9M 1.59%
420,247
-369
1
2 3 4 5