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
$238M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$1.56M
3
+$1.07M
4
AMZN icon
Amazon
AMZN
+$1.03M
5
IFF icon
International Flavors & Fragrances
IFF
+$457K

Top Sells

1
+$5.72M
2
+$2.33M
3
+$1.07M
4
WHR icon
Whirlpool
WHR
+$516K
5
BUD icon
AB InBev
BUD
+$469K

Sector Composition

1 Consumer Staples 22.06%
2 Healthcare 16.55%
3 Industrials 13.16%
4 Financials 12.01%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.52%
4,974
+262
52
$1.16M 0.49%
23,527
-3,783
53
$1.07M 0.45%
+5,610
54
$983K 0.41%
10,664
-425
55
$975K 0.41%
10,426
-1,610
56
$959K 0.4%
8,170
+890
57
$947K 0.4%
283,720
58
$940K 0.4%
23,470
-1,188
59
$933K 0.39%
7,788
-240
60
$891K 0.38%
13,555
+50
61
$873K 0.37%
13,962
-2,855
62
$869K 0.37%
15,000
63
$751K 0.32%
12,530
+1,851
64
$703K 0.3%
10,734
-1,475
65
$643K 0.27%
11,040
-701
66
$632K 0.27%
7,035
67
$592K 0.25%
14,423
-5,300
68
$514K 0.22%
3,756
+2,476
69
$500K 0.21%
3,786
-8
70
$478K 0.2%
11,021
+31
71
$460K 0.19%
9,336
+5,500
72
$457K 0.19%
5,433
-38
73
$457K 0.19%
+3,400
74
$449K 0.19%
11,392
+5,704
75
$391K 0.16%
2,967
+282
1 2
3
4 5