SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.51M
3
+$741K
4
AVY icon
Avery Dennison
AVY
+$481K
5
DHR icon
Danaher
DHR
+$328K

Top Sells

1
+$3.13M
2
+$2.51M
3
+$2.23M
4
INTC icon
Intel
INTC
+$746K
5
UL icon
Unilever
UL
+$720K

Sector Composition

1 Healthcare 18.65%
2 Technology 17.42%
3 Consumer Staples 15.64%
4 Financials 10.46%
5 Industrials 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.69%
56,159
-1,002
52
$3.15M 0.68%
75,833
+146
53
$2.82M 0.61%
13,090
+780
54
$2.8M 0.61%
67,860
+1,072
55
– –
0
56
$2.62M 0.57%
15,248
+2,800
57
– –
0
58
$2.41M 0.52%
42,016
-125
59
$2.22M 0.48%
16,614
+13,590
60
$2.07M 0.45%
4,239
+130
61
$1.97M 0.43%
44,370
-300
62
$1.95M 0.42%
26,714
-705
63
$1.91M 0.41%
21,356
-1,559
64
$1.86M 0.4%
56,151
+1,270
65
$1.66M 0.36%
8,108
+50
66
$1.6M 0.35%
2,980
-4
67
$1.58M 0.34%
24,662
-250
68
$1.51M 0.33%
10,406
-240
69
$1.51M 0.33%
+18,551
70
$1.49M 0.32%
6,280
+180
71
$1.47M 0.32%
28,466
-6,671
72
$1.35M 0.29%
4,520
-105
73
$1.14M 0.25%
9,600
-250
74
$1.1M 0.24%
21,039
+405
75
$1.07M 0.23%
15,546
+160
1 2
3
4 5