SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$421K
3
+$361K
4
CELG
Celgene Corp
CELG
+$331K
5
BUD icon
AB InBev
BUD
+$320K

Top Sells

1
+$214K
2
+$189K
3
+$143K
4
AXP icon
American Express
AXP
+$127K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$94.2K

Sector Composition

1 Consumer Staples 21.46%
2 Industrials 17.57%
3 Healthcare 12.54%
4 Energy 10.82%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.64%
59,852
+1,643
27
$2.96M 1.64%
23,573
+725
28
$2.95M 1.63%
33,920
+475
29
$2.87M 1.59%
108,340
+3,850
30
$2.78M 1.54%
75,372
-1,562
31
$2.76M 1.52%
46,801
+725
32
$2.74M 1.52%
14,888
-120
33
$2.52M 1.39%
49,841
+6
34
$2.4M 1.33%
92,962
+975
35
$2.32M 1.28%
29,430
+255
36
$2.25M 1.24%
31,905
+105
37
$2.16M 1.19%
59,782
-110
38
$2.13M 1.18%
55,276
+2,915
39
$2.06M 1.14%
43,786
+90
40
$1.83M 1.01%
24,346
+185
41
$1.77M 0.98%
13,081
-188
42
$1.74M 0.96%
16,905
+4,085
43
$1.71M 0.95%
12,473
-294
44
$1.69M 0.94%
86,722
-1,093
45
$1.41M 0.78%
29,584
+1,152
46
$1.33M 0.74%
87,970
47
$1.29M 0.71%
31,450
+4,750
48
$1.27M 0.7%
17,414
-1,290
49
$1.18M 0.65%
20,544
-938
50
$1.13M 0.63%
22,340
-50
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