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
$238M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$1.56M
3
+$1.07M
4
AMZN icon
Amazon
AMZN
+$1.03M
5
IFF icon
International Flavors & Fragrances
IFF
+$457K

Top Sells

1
+$5.72M
2
+$2.33M
3
+$1.07M
4
WHR icon
Whirlpool
WHR
+$516K
5
BUD icon
AB InBev
BUD
+$469K

Sector Composition

1 Consumer Staples 22.06%
2 Healthcare 16.55%
3 Industrials 13.16%
4 Financials 12.01%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 1.67%
33,134
+443
27
$3.9M 1.64%
35,862
+1,084
28
$3.89M 1.64%
39,930
+1,397
29
$3.78M 1.59%
26,438
+62
30
$3.34M 1.41%
76,032
-2,525
31
$3.32M 1.4%
58,976
-421
32
$3.22M 1.36%
82,704
+465
33
$3.21M 1.35%
21,813
-57
34
$3.21M 1.35%
53,796
+1,031
35
$2.81M 1.18%
49,571
-416
36
$2.8M 1.18%
53,627
+622
37
$2.73M 1.15%
93,423
-2,975
38
$2.62M 1.1%
25,502
+55
39
$2.56M 1.08%
118,804
-9,594
40
$2.52M 1.06%
29,167
-235
41
$2.29M 0.96%
155,593
-5,425
42
$1.91M 0.8%
11,121
+9,097
43
$1.9M 0.8%
36,440
+5,420
44
$1.86M 0.78%
58,002
-9,173
45
$1.4M 0.59%
8,720
+326
46
$1.35M 0.57%
26,060
47
$1.35M 0.57%
39,537
-510
48
$1.29M 0.54%
17,371
-890
49
$1.28M 0.54%
17,930
-160
50
$1.26M 0.53%
16,800
+13,680
1
2
3 4 5