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
$474M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$692K
2
+$507K
3
+$434K
4
MDLZ icon
Mondelez International
MDLZ
+$395K
5
PM icon
Philip Morris
PM
+$381K

Top Sells

1
+$3.18M
2
+$2.78M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$1.26M
5
D icon
Dominion Energy
D
+$701K

Sector Composition

1 Healthcare 18.23%
2 Technology 18.17%
3 Consumer Staples 14.44%
4 Financials 11.07%
5 Industrials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.71%
35,510
-620
52
$3.26M 0.69%
74,356
-997
53
– –
0
54
$3.07M 0.65%
41,647
-379
55
$3.05M 0.64%
15,073
-210
56
$2.78M 0.59%
16,989
+200
57
$2.78M 0.59%
73,646
-14,653
58
$2.73M 0.58%
72,195
+3,425
59
$2.58M 0.54%
35,581
+5,457
60
– –
0
61
$2.51M 0.53%
4,204
-10
62
$2.48M 0.52%
37,090
-3,728
63
$2.14M 0.45%
43,660
-410
64
$2.13M 0.45%
49,146
-4,395
65
$2.1M 0.44%
8,623
-30
66
$1.94M 0.41%
2,935
-25
67
$1.93M 0.41%
21,348
+3,038
68
$1.76M 0.37%
10,370
-17
69
$1.66M 0.35%
6,073
+125
70
$1.64M 0.35%
6,315
+5
71
$1.29M 0.27%
25,142
+580
72
$1.15M 0.24%
22,944
-420
73
$1.12M 0.24%
4,570
+25
74
$1.09M 0.23%
20,664
-150
75
$1.06M 0.22%
10,060
+660
1 2
3
4 5