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
$975M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$6.64M
3
+$2.92M
4
PNC icon
PNC Financial Services
PNC
+$2.87M
5
KO icon
Coca-Cola
KO
+$929K

Top Sells

1
+$10.7M
2
+$1.77M
3
+$839K
4
MSFT icon
Microsoft
MSFT
+$770K
5
RTX icon
RTX Corp
RTX
+$624K

Sector Composition

1 Healthcare 18.86%
2 Technology 14.01%
3 Financials 12.91%
4 Industrials 11.53%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.4M 6.81%
326,165
-3,784
2
$50.4M 5.16%
170,293
-685
3
$42.2M 4.33%
116,530
-522
4
$35.7M 3.66%
153,072
+3,343
5
$34.9M 3.58%
248,212
+345
6
$32.9M 3.38%
401,296
-575
7
$32.4M 3.32%
244,869
+753
8
$30M 3.07%
176,560
+953
9
$28.9M 2.96%
408,580
-5,700
10
$27.6M 2.83%
204,111
+826
11
$27.5M 2.82%
885,442
-2,569
12
$26.9M 2.76%
504,900
+3,495
13
$24.7M 2.53%
138,101
-991
14
$24.3M 2.49%
230,619
+27,262
15
$24M 2.46%
573,459
+76
16
$22.2M 2.28%
302,955
-528
17
$21.8M 2.24%
102,769
-1,180
18
$20.5M 2.1%
111,253
-48
19
$19.1M 1.96%
37,476
+133
20
$18M 1.85%
461,714
+956
21
$17.8M 1.82%
128,820
-860
22
$15.6M 1.6%
123,119
-611
23
$15M 1.53%
167,558
-814
24
$13.5M 1.38%
165,248
-1,216
25
$12.3M 1.27%
141,274
+6,649
1
2 3 4 5