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
$461M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.51M
3
+$741K
4
AVY icon
Avery Dennison
AVY
+$481K
5
DHR icon
Danaher
DHR
+$328K

Top Sells

1
+$3.13M
2
+$2.51M
3
+$2.23M
4
INTC icon
Intel
INTC
+$746K
5
UL icon
Unilever
UL
+$720K

Sector Composition

1 Healthcare 18.65%
2 Technology 17.42%
3 Consumer Staples 15.64%
4 Financials 10.46%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.65M 1.44%
48,137
-822
27
$6.51M 1.41%
58,151
+2,567
28
$6.5M 1.41%
87,565
+3,226
29
$6.32M 1.37%
13,159
+338
30
$5.76M 1.25%
82,021
-228
31
$5.67M 1.23%
46,860
32
$5.32M 1.15%
24,218
+297
33
$5.2M 1.13%
38,599
+1,884
34
$4.94M 1.07%
26,447
-200
35
$4.91M 1.06%
17,096
-190
36
$4.86M 1.05%
53,777
+349
37
$4.73M 1.03%
27,254
+618
38
$4.69M 1.02%
61,116
-780
39
$4.68M 1.02%
13,737
-47
40
$4.58M 0.99%
36,337
+522
41
$4.54M 0.98%
14,880
-183
42
$4.33M 0.94%
20,873
+160
43
$4.2M 0.91%
33,936
+1,467
44
$3.69M 0.8%
36,820
-1,910
45
$3.58M 0.78%
39,849
+898
46
$3.4M 0.74%
36,233
-516
47
$3.35M 0.73%
90,034
-7,639
48
– –
0
49
$3.25M 0.71%
24,964
-570
50
$3.22M 0.7%
18,677
+905
1
2
3 4 5