SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.47M
3
+$1.2M
4
MDT icon
Medtronic
MDT
+$232K
5
MCI
Barings Corporate Investors
MCI
+$209K

Top Sells

1
+$1.33M
2
+$832K
3
+$770K
4
ECL icon
Ecolab
ECL
+$435K
5
T icon
AT&T
T
+$300K

Sector Composition

1 Consumer Staples 21.22%
2 Healthcare 16.48%
3 Industrials 13.14%
4 Financials 12.59%
5 Technology 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 1.58%
36,232
+420
27
$4.33M 1.52%
90,548
-110
28
$4.33M 1.51%
29,843
+213
29
$4.31M 1.51%
82,041
-650
30
$4.2M 1.47%
40,703
+319
31
$4.16M 1.46%
75,222
-60
32
$3.87M 1.35%
19,583
-2,205
33
$3.65M 1.28%
54,761
+805
34
$3.48M 1.22%
67,763
+1,324
35
$3.43M 1.2%
60,023
+827
36
$3.31M 1.16%
53,487
+115
37
$3.15M 1.1%
25,661
-151
38
$2.82M 0.99%
71,807
-19,626
39
$2.7M 0.95%
106,726
-11,843
40
$2.64M 0.93%
168,753
+13,350
41
$2.52M 0.88%
28,542
-260
42
$2.48M 0.87%
10,147
+4,898
43
$2.45M 0.86%
11,802
+190
44
$2.28M 0.8%
55,833
-1,280
45
$2.17M 0.76%
+7,375
46
$2.11M 0.74%
38,920
+2,560
47
$1.89M 0.66%
9,618
+55
48
$1.79M 0.63%
42,337
+1,205
49
$1.66M 0.58%
17,520
+40
50
$1.52M 0.53%
17,865
-81
1
2
3 4