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
$1.2B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$6.67M
3
+$1.65M
4
DXC icon
DXC Technology
DXC
+$1.48M
5
BAC icon
Bank of America
BAC
+$1.36M

Top Sells

1
+$30.5M
2
+$3.59M
3
+$2.79M
4
MSFT icon
Microsoft
MSFT
+$2.06M
5
PFE icon
Pfizer
PFE
+$1.44M

Sector Composition

1 Healthcare 17.45%
2 Technology 13.98%
3 Financials 13.25%
4 Communication Services 11.7%
5 Industrials 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.1M 5.69%
306,034
-9,253
2
$58.8M 4.91%
164,671
-1,842
3
$49.8M 4.16%
106,838
-5,986
4
$39.8M 3.32%
252,836
+1,433
5
$38.4M 3.2%
398,414
-110
6
$37.6M 3.14%
153,933
+561
7
$36.8M 3.07%
247,928
-502
8
$36.2M 3.02%
413,240
-4,080
9
$34.5M 2.88%
182,654
-1,234
10
$34.3M 2.87%
230,270
-2,979
11
$32.9M 2.75%
142,016
-1,025
12
$32.1M 2.68%
200,223
-2,104
13
$31.2M 2.61%
+517,088
14
$31.1M 2.6%
845,510
-39,247
15
$26.6M 2.22%
100,764
-592
16
$25.7M 2.15%
600,265
+8,834
17
$25.6M 2.14%
299,518
-3,017
18
$24.4M 2.04%
465,387
+169
19
$24.3M 2.03%
36,721
-55
20
$24.2M 2.02%
112,716
+1,600
21
$21.5M 1.8%
132,300
+4,320
22
$20M 1.67%
121,723
-667
23
$19.7M 1.65%
163,032
-1,091
24
$17M 1.42%
864,470
+339,500
25
$15.9M 1.33%
364,401
-3,142
1
2 3 4 5