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
$202M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$360K
2
+$298K
3
+$274K
4
WY icon
Weyerhaeuser
WY
+$228K
5
ED icon
Consolidated Edison
ED
+$220K

Top Sells

1
+$879K
2
+$412K
3
+$295K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$280K
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$220K

Sector Composition

1 Consumer Staples 23.57%
2 Industrials 17.96%
3 Healthcare 14.38%
4 Financials 7.94%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 1.53%
57,012
+513
27
$2.99M 1.48%
27,736
+135
28
$2.96M 1.46%
26,629
+308
29
$2.92M 1.45%
34,523
+240
30
$2.9M 1.43%
61,975
+1,895
31
$2.8M 1.39%
29,348
+105
32
$2.75M 1.36%
49,647
+1,805
33
$2.73M 1.35%
50,148
+527
34
$2.68M 1.33%
82,867
-625
35
$2.59M 1.28%
63,449
+81
36
$2.54M 1.26%
26,890
+172
37
$2.5M 1.24%
59,753
+1,520
38
$2.44M 1.21%
20,989
+383
39
$2.41M 1.19%
41,911
-425
40
$2.21M 1.1%
19,866
+3,229
41
$2.18M 1.08%
71,360
+1,012
42
$1.98M 0.98%
19,119
+138
43
$1.95M 0.97%
28,414
+443
44
$1.91M 0.94%
112,220
+650
45
$1.84M 0.91%
22,868
-315
46
$1.69M 0.84%
19,500
+540
47
$1.56M 0.77%
24,615
+305
48
$1.48M 0.73%
41,470
-3,079
49
$1.36M 0.67%
21,666
+1,700
50
$1.19M 0.59%
29,414
-897
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