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
$192M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$357K
4
CMCSA icon
Comcast
CMCSA
+$313K
5
SYK icon
Stryker
SYK
+$210K

Top Sells

1
+$1.25M
2
+$496K
3
+$468K
4
SE
Spectra Energy Corp Wi
SE
+$268K
5
KMB icon
Kimberly-Clark
KMB
+$242K

Sector Composition

1 Consumer Staples 21.48%
2 Industrials 17.85%
3 Healthcare 13.45%
4 Energy 10.95%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.58%
7,277
-8,148
52
$1.1M 0.57%
16,418
+270
53
$1.02M 0.53%
15,666
-540
54
$912K 0.48%
6,641
+12
55
$839K 0.44%
23,095
56
$812K 0.42%
10,084
-685
57
$688K 0.36%
33,555
-3,600
58
$666K 0.35%
6,435
-275
59
$629K 0.33%
5,623
-55
60
$589K 0.31%
9,396
-216
61
$545K 0.28%
18,330
-235
62
$525K 0.27%
33,587
63
$433K 0.23%
8,350
+1,050
64
$404K 0.21%
17,083
-594
65
$399K 0.21%
3,550
+500
66
$372K 0.19%
9,302
-11,711
67
$333K 0.17%
3,983
-31
68
$313K 0.16%
+10,800
69
$298K 0.16%
4,758
-50
70
$253K 0.13%
1,896
71
$252K 0.13%
3,650
72
$246K 0.13%
8,833
-275
73
$226K 0.12%
4,708
74
$223K 0.12%
2,900
-500
75
$210K 0.11%
+2,225
1 2
3
4