GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$11.9M
3
+$11.4M
4
NVDA icon
NVIDIA
NVDA
+$9.89M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.59M

Top Sells

1
+$26.7M
2
+$23.6M
3
+$14.6M
4
MSFT icon
Microsoft
MSFT
+$3.28M
5
MA icon
Mastercard
MA
+$3.22M

Sector Composition

1 Technology 22.21%
2 Industrials 15.74%
3 Financials 15.08%
4 Healthcare 10.6%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.9M 6.47%
263,474
-8,735
2
$81.6M 5.33%
336,908
-4,509
3
$80.9M 5.29%
147,634
-5,883
4
$79.6M 5.21%
149,532
+1,403
5
$60.7M 3.97%
388,682
-2,953
6
$55.5M 3.63%
472,882
-14,516
7
$51.8M 3.39%
104,079
-1,585
8
$43M 2.81%
3,499,343
+44,319
9
$42.8M 2.8%
243,778
+2,893
10
$42.5M 2.78%
91,243
+96
11
$42.5M 2.78%
185,382
+4,567
12
$42.4M 2.77%
253,451
+11,311
13
$41.4M 2.71%
293,141
+4,868
14
$40.3M 2.64%
172,871
-2,291
15
$32.9M 2.15%
105,420
+1,162
16
$32.7M 2.14%
148,241
-3,162
17
$29.5M 1.93%
175,754
-6,399
18
$27.1M 1.77%
142,376
-4,626
19
$25.5M 1.67%
141,980
+2,854
20
$20.7M 1.35%
93,131
-3,134
21
$18.6M 1.22%
28,126
+142
22
$18.6M 1.22%
73,269
+3,184
23
$17.9M 1.17%
108,060
-160,836
24
$17.5M 1.14%
112,374
+3,797
25
$16.9M 1.11%
60,838
-90
1
2 3 4 5