SIG
Sky Investment Group Portfolio holdings
AUM
$605M
1-Year Est. Return
18.71%
This Fund
S&P 500
1 Year Est. Return
+18.71%
AUM
$605M
AUM Growth
+$8.97M
(+1.5%)
Holding
148
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.31M | |
| 3 | +$925K | |
| 4 |
Linde
LIN
|
+$682K |
| 5 |
Intercontinental Exchange
ICE
|
+$558K |
Top Sells
| 1 | +$974K | |
| 2 | +$952K | |
| 3 | +$631K | |
| 4 |
United Parcel Service
UPS
|
+$556K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$401K |
Sector Composition
| 1 | Technology | 24.14% |
| 2 | Healthcare | 14.54% |
| 3 | Financials | 12.5% |
| 4 | Consumer Staples | 11.04% |
| 5 | Communication Services | 9.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Emerson Electric
EMR
$82.4B
| $8.36M | 1.38% |
62,998
+25
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.04T
| $7.6M | 1.25% |
15,113
+53
|
|
||
28
Home Depot
HD
$365B
| $7.52M | 1.24% |
21,862
+192
|
|
||
29
Texas Instruments
TXN
$184B
| $7.48M | 1.24% |
43,117
-520
|
|
||
30
Southern Company
SO
$107B
| $7.43M | 1.23% |
85,219
+4,855
|
|
||
31
PNC Financial Services
PNC
$86.1B
| $7.03M | 1.16% |
33,660
+685
|
|
||
32
Ecolab
ECL
$84.2B
| $6.55M | 1.08% |
24,950
+75
|
|
||
33
M&T Bank
MTB
$32.6B
| $6.22M | 1.03% |
30,881
-16
|
|
||
34
Automatic Data Processing
ADP
$87.1B
| $6.21M | 1.03% |
24,155
+1,230
|
|
||
35
Stryker
SYK
$147B
| $6.06M | 1% |
17,236
+1,284
|
|
||
36
Sysco
SYY
$42.2B
| $5.54M | 0.92% |
75,208
-905
|
|
||
37
Duke Energy
DUK
$102B
| $5.17M | 0.85% |
44,113
+2,672
|
|
||
38
General Dynamics
GD
$98.6B
| $4.99M | 0.82% |
14,820
-47
|
|
||
39
IBM
IBM
$229B
| $4.91M | 0.81% |
16,589
-120
|
|
||
40
T. Rowe Price
TROW
$20.4B
| $4.8M | 0.79% |
46,925
-2,301
|
|
||
41
UnitedHealth
UNH
$262B
| $4.49M | 0.74% |
13,599
-588
|
|
||
42
Progressive
PGR
$125B
| $4.32M | 0.71% |
18,962
+5,781
|
|
||
43
iShares Core S&P Mid-Cap ETF
IJH
$111B
| – | – |
0
|
|
||
44
Honeywell
HON
$155B
| $4.21M | 0.69% |
21,557
-251
|
|
||
45
Becton Dickinson
BDX
$49.6B
| $4.17M | 0.69% |
21,465
-1,894
|
|
||
46
GE HealthCare
GEHC
$35.6B
| $4.15M | 0.69% |
50,642
+490
|
|
||
47
State Street SPDR S&P 500 ETF Trust
SPY
$689B
| – | – |
0
|
|
||
48
Broadcom
AVGO
$1.49T
| $3.88M | 0.64% |
11,212
+367
|
|
||
49
Kimberly-Clark
KMB
$34.7B
| $3.85M | 0.64% |
38,121
-1,382
|
|
||
50
Kyndryl
KD
$2.9B
| $3.61M | 0.6% |
135,860
+12,880
|
|