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
$1.62B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$27.3M
3
+$18.6M
4
TEL icon
TE Connectivity
TEL
+$18M
5
UNH icon
UnitedHealth
UNH
+$16.8M

Top Sells

1
+$41.1M
2
+$28.8M
3
+$17.8M
4
CHTR icon
Charter Communications
CHTR
+$17M
5
CMCSA icon
Comcast
CMCSA
+$10.7M

Sector Composition

1 Technology 22.35%
2 Healthcare 15.18%
3 Industrials 13.19%
4 Financials 13.11%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 7.24%
272,723
-3,082
2
$76.8M 4.74%
155,559
+526
3
$69M 4.26%
343,723
-3,199
4
$68.6M 4.23%
148,955
+1,371
5
$66.3M 4.09%
396,442
-617
6
$64.2M 3.96%
103,843
+1,026
7
$59.3M 3.66%
500,448
-243,125
8
$47.9M 2.95%
176,725
-9,741
9
$46.7M 2.88%
79,837
+28,798
10
$45.1M 2.79%
244,251
+5,636
11
$43.7M 2.69%
256,714
+9,201
12
$43.4M 2.68%
90,954
-325
13
$43.2M 2.67%
266,607
+8,216
14
$43M 2.66%
285,089
+119,327
15
$41.7M 2.57%
172,952
+20,880
16
$35.3M 2.18%
239,730
+26,130
17
$31.9M 1.97%
104,735
-1,235
18
$28.9M 1.78%
139,974
+3,097
19
$28.3M 1.75%
+2,548,886
20
$27.4M 1.69%
152,589
+2,686
21
$27.3M 1.69%
+184,645
22
$27.3M 1.68%
146,440
+2,552
23
$23M 1.42%
98,812
-650
24
$23M 1.42%
113,636
+1,612
25
$21.8M 1.34%
73,047
+3,025
1
2 3 4 5