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
$811M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$10.3M
3
+$10.2M
4
BCE icon
BCE
BCE
+$629K
5
CHTR icon
Charter Communications
CHTR
+$600K

Top Sells

1
+$20.2M
2
+$6.83M
3
+$5.61M
4
SLB icon
SLB Limited
SLB
+$5.55M
5
IBM icon
IBM
IBM
+$4.77M

Sector Composition

1 Healthcare 19.28%
2 Technology 15.29%
3 Industrials 12.1%
4 Financials 10.61%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 4.49%
358,160
+3,974
2
$36M 4.44%
190,820
+168
3
$34.2M 4.22%
825,852
+2,539
4
$32.4M 3.99%
147,182
+1,772
5
$30.3M 3.74%
235,074
+2,358
6
$29.6M 3.65%
410,249
+1,552
7
$26.7M 3.29%
119,163
+1,429
8
$26.2M 3.23%
236,925
+2,364
9
$25M 3.09%
465,429
+6,492
10
$22.6M 2.79%
130,044
+2,031
11
$22.2M 2.74%
189,739
+2,211
12
$21.5M 2.65%
542,845
+15,904
13
$20.7M 2.56%
116,790
-129
14
$20.3M 2.5%
391,380
+800
15
$19.3M 2.39%
209,395
-45,905
16
$17.6M 2.18%
256,943
-31,067
17
$17.6M 2.17%
389,861
+3,511
18
$16.7M 2.06%
280,463
+1,848
19
$16.5M 2.04%
+105,871
20
$15.8M 1.95%
145,621
+4,850
21
$14.9M 1.84%
165,218
-1,465
22
$14.5M 1.79%
427,167
+6,920
23
$13M 1.6%
282,263
+8,197
24
$12.2M 1.5%
112,959
-22,954
25
$11.8M 1.46%
173,288
-3,850
1
2 3 4 5