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
$192M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$357K
4
CMCSA icon
Comcast
CMCSA
+$313K
5
SYK icon
Stryker
SYK
+$210K

Top Sells

1
+$1.25M
2
+$496K
3
+$468K
4
SE
Spectra Energy Corp Wi
SE
+$268K
5
KMB icon
Kimberly-Clark
KMB
+$242K

Sector Composition

1 Consumer Staples 21.48%
2 Industrials 17.85%
3 Healthcare 13.45%
4 Energy 10.95%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.63%
50,616
+2,810
27
$3.09M 1.61%
60,979
+941
28
$3.08M 1.61%
23,672
+115
29
$2.98M 1.56%
26,160
+187
30
$2.97M 1.55%
81,776
-2,890
31
$2.77M 1.44%
109,086
+1,377
32
$2.58M 1.35%
34,730
+855
33
$2.55M 1.33%
52,076
+303
34
$2.44M 1.28%
54,313
+105
35
$2.4M 1.25%
60,447
+280
36
$2.33M 1.22%
27,038
+370
37
$2.33M 1.21%
49,699
+2,060
38
$2.25M 1.18%
42,176
+30
39
$2.21M 1.15%
31,927
+180
40
$2.15M 1.12%
25,420
-250
41
$2.02M 1.06%
19,428
+411
42
$1.98M 1.03%
89,566
-222
43
$1.97M 1.03%
41,907
+38,886
44
$1.85M 0.97%
12,183
+170
45
$1.8M 0.94%
45,894
+1,235
46
$1.57M 0.82%
40,210
+195
47
$1.48M 0.77%
92,820
+550
48
$1.46M 0.76%
16,140
49
$1.43M 0.75%
+13,666
50
$1.35M 0.71%
12,094
-935
1
2
3 4