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
$1.29B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$728K
3
+$684K
4
WHR icon
Whirlpool
WHR
+$660K
5
PNC icon
PNC Financial Services
PNC
+$527K

Top Sells

1
+$3.42M
2
+$2.3M
3
+$1.58M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
MSFT icon
Microsoft
MSFT
+$537K

Sector Composition

1 Technology 18.5%
2 Healthcare 17.76%
3 Financials 12.74%
4 Industrials 11.94%
5 Consumer Staples 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 6.5%
291,755
-1,861
2
$60.6M 4.68%
105,097
-768
3
$59.2M 4.58%
162,940
-1,112
4
$50M 3.87%
370,036
-2,046
5
$46.5M 3.59%
255,207
-1,806
6
$46.4M 3.59%
150,342
+2,215
7
$43.6M 3.37%
419,535
+3,655
8
$41M 3.17%
264,281
-91
9
$38.9M 3.01%
194,536
+111
10
$38.4M 2.97%
155,016
+642
11
$37M 2.86%
906,810
+8,316
12
$36.9M 2.85%
188,013
+2,485
13
$35.5M 2.74%
99,939
-1,218
14
$33.4M 2.58%
204,419
+917
15
$31.5M 2.43%
112,519
-1,650
16
$30.8M 2.38%
241,972
+4,149
17
$27.2M 2.1%
608,104
+2,550
18
$25.9M 2%
138,986
+584
19
$25.2M 1.95%
484,869
-8,034
20
$22.5M 1.74%
171,817
+297
21
$22.2M 1.72%
925,231
+5,400
22
$17.5M 1.35%
154,962
+40,128
23
$16.5M 1.27%
99,790
-2,685
24
$16M 1.24%
423,013
-8,888
25
$15.7M 1.22%
105,827
-1,162
1
2 3 4 5