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
$444M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.34M
3
+$704K
4
ECL icon
Ecolab
ECL
+$252K
5
OGN icon
Organon & Co
OGN
+$245K

Top Sells

1
+$871K
2
+$599K
3
+$589K
4
AXP icon
American Express
AXP
+$378K
5
ABT icon
Abbott
ABT
+$325K

Sector Composition

1 Healthcare 17.81%
2 Consumer Staples 16.22%
3 Technology 15.26%
4 Industrials 13.26%
5 Financials 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.36%
57,627
+1,981
27
$5.99M 1.35%
47,820
-380
28
$5.75M 1.29%
73,885
-535
29
$5.74M 1.29%
286,800
30
$5.53M 1.25%
98,760
+2,911
31
$5.5M 1.24%
26,678
+1,225
32
$5.45M 1.23%
39,781
-725
33
$5.41M 1.22%
28,216
-340
34
$5.37M 1.21%
85,076
+3,177
35
$5.24M 1.18%
54,417
-1,144
36
$4.83M 1.09%
79,910
-640
37
$4.83M 1.09%
79,267
-805
38
$4.57M 1.03%
27,530
-287
39
$4.44M 1%
22,363
-150
40
$4.19M 0.94%
74,636
-10,500
41
$4.13M 0.93%
28,443
+610
42
$4.08M 0.92%
10,182
-159
43
$3.9M 0.88%
22,700
+900
44
$3.9M 0.88%
27,495
-387
45
$3.75M 0.84%
43,969
+1,024
46
$3.58M 0.81%
36,232
-470
47
$3.55M 0.8%
13,676
+45
48
$3.55M 0.8%
12,763
-362
49
$3.53M 0.8%
31,345
-405
50
$3.37M 0.76%
19,147
+423
1
2
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