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
$236M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$817K
3
+$245K
4
SYY icon
Sysco
SYY
+$218K
5
WBS icon
Webster Financial
WBS
+$200K

Top Sells

1
+$793K
2
+$290K
3
+$95.2K
4
PM icon
Philip Morris
PM
+$82.2K
5
ITW icon
Illinois Tool Works
ITW
+$54.4K

Sector Composition

1 Consumer Staples 24.38%
2 Industrials 17.49%
3 Healthcare 15.09%
4 Financials 10.5%
5 Technology 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.59%
29,820
52
$1.24M 0.52%
15,393
+134
53
$1.21M 0.51%
17,138
+32
54
$1.17M 0.5%
25,760
55
$1.11M 0.47%
+9,360
56
$1.07M 0.45%
8,482
-25
57
$1.06M 0.45%
27,130
-100
58
$1.04M 0.44%
11,330
59
$980K 0.41%
271,080
60
$936K 0.4%
19,107
+1,218
61
$907K 0.38%
12,505
-240
62
$874K 0.37%
20,238
-37
63
$817K 0.35%
+15,000
64
$730K 0.31%
8,520
-13
65
$701K 0.3%
5,395
66
$685K 0.29%
6,203
+30
67
$638K 0.27%
7,130
68
$630K 0.27%
11,838
-73
69
$623K 0.26%
7,045
70
$547K 0.23%
4,278
71
$536K 0.23%
9,839
+1,492
72
$498K 0.21%
16,165
+1,063
73
$409K 0.17%
2,067
74
$387K 0.16%
6,462
-600
75
$369K 0.16%
4,810
1 2
3
4