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
$1.28B
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$12M
3
+$10.8M
4
CAG icon
Conagra Brands
CAG
+$1.89M
5
EVRG icon
Evergy
EVRG
+$1.87M

Top Sells

1
+$18.6M
2
+$1.33M
3
+$1.25M
4
IBM icon
IBM
IBM
+$1.05M
5
TMO icon
Thermo Fisher Scientific
TMO
+$967K

Sector Composition

1 Technology 16.76%
2 Healthcare 16.15%
3 Financials 13.56%
4 Industrials 11.59%
5 Communication Services 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.8M 5.53%
300,409
-5,625
2
$57.8M 4.51%
162,380
-2,291
3
$47.8M 3.73%
104,719
-2,119
4
$42.3M 3.3%
408,740
-4,500
5
$42M 3.28%
255,309
+2,473
6
$39.8M 3.11%
227,025
-3,245
7
$39.6M 3.09%
398,339
-75
8
$38M 2.97%
199,969
-254
9
$36.8M 2.88%
181,801
-853
10
$36.6M 2.86%
154,209
+276
11
$36.4M 2.84%
142,393
+377
12
$35.5M 2.77%
250,725
+2,797
13
$31.7M 2.48%
875,993
+30,483
14
$29.2M 2.28%
522,317
+5,229
15
$28.1M 2.19%
100,228
-536
16
$27.1M 2.12%
600,802
+537
17
$25.4M 1.98%
113,412
+696
18
$25M 1.95%
462,234
-3,153
19
$22.8M 1.78%
120,821
-902
20
$22.7M 1.77%
36,803
+82
21
$21M 1.64%
162,423
-609
22
$20.8M 1.63%
134,740
+2,440
23
$18.8M 1.47%
361,468
-2,933
24
$17.6M 1.37%
167,738
+11,402
25
$15.6M 1.22%
882,217
+17,747
1
2 3 4 5