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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1
+$3.91M
2
+$3.12M
3
+$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66M 1.38%
38,779
-205
27
$7.58M 1.36%
12,959
-275
28
$7.3M 1.31%
80,992
+700
29
$6.88M 1.23%
62,879
+3,471
30
$6.51M 1.17%
25,488
-119
31
$6.5M 1.17%
14,126
+25
32
$6.41M 1.15%
23,148
-445
33
$6.39M 1.15%
34,542
-243
34
$6.32M 1.14%
81,023
-605
35
$6.22M 1.12%
25,787
-518
36
$5.94M 1.07%
54,576
-1,911
37
$5.89M 1.06%
31,605
+5,796
38
$5.88M 1.06%
41,332
-1,613
39
$5.63M 1.01%
31,603
-1,059
40
$5.46M 0.98%
15,119
+533
41
$4.94M 0.89%
36,250
-3,890
42
$4.76M 0.85%
50,707
-1,225
43
$4.55M 0.82%
61,568
-1,051
44
$4.54M 0.82%
39,364
-840
45
$4.51M 0.81%
21,833
+796
46
– –
0
47
$4.11M 0.74%
21,057
-127
48
$3.86M 0.69%
12,766
+3
49
$3.7M 0.66%
16,734
-220
50
– –
0
1
2
3 4 5