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
$438M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$791K
3
+$409K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$387K
5
PM icon
Philip Morris
PM
+$210K

Top Sells

1
+$2.98M
2
+$2.48M
3
+$2.06M
4
UL icon
Unilever
UL
+$1.22M
5
SWK icon
Stanley Black & Decker
SWK
+$412K

Sector Composition

1 Healthcare 18.88%
2 Consumer Staples 16.61%
3 Technology 15.8%
4 Industrials 10.56%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.66%
75,687
+2,840
52
$2.81M 0.64%
12,310
+835
53
$2.74M 0.63%
66,788
+215
54
$2.64M 0.6%
25,534
-430
55
– –
-177,789
56
$2.29M 0.52%
22,915
-140
57
– –
-5,388
58
$2.23M 0.51%
12,448
+4,418
59
$2.1M 0.48%
42,141
-75
60
$1.98M 0.45%
54,881
+475
61
$1.96M 0.45%
35,137
+95
62
$1.91M 0.44%
27,419
+1,200
63
$1.84M 0.42%
44,670
64
$1.73M 0.39%
24,912
+100
65
$1.68M 0.38%
8,058
+663
66
$1.58M 0.36%
4,109
+352
67
$1.56M 0.36%
47,616
-8,370
68
$1.48M 0.34%
2,984
+10
69
$1.46M 0.33%
26,923
-960
70
$1.41M 0.32%
27,147
-23,464
71
$1.39M 0.32%
10,646
+10
72
$1.38M 0.31%
6,100
-20
73
$1.33M 0.3%
4,625
+21
74
$1.14M 0.26%
15,386
-50
75
$1.08M 0.25%
26,477
-322
1 2
3
4 5