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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1
+$3.91M
2
+$3.12M
3
+$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
$3.39M 0.61%
24,130
-1,498
53
$3.26M 0.58%
41,254
-560
54
$3.24M 0.58%
14,695
-223
55
$3.19M 0.57%
30,507
-2,960
56
$3.12M 0.56%
42,366
+1,180
57
$3.1M 0.56%
74,323
-2,123
58
$2.91M 0.52%
30,256
+3,670
59
$2.86M 0.51%
34,100
-635
60
$2.82M 0.51%
62,714
-6,307
61
$2.46M 0.44%
62,610
-4,150
62
$2.45M 0.44%
22,214
-4,967
63
$2.38M 0.43%
2,685
-150
64
$2.32M 0.42%
8,408
-40
65
$2.05M 0.37%
9,718
-63
66
$2.01M 0.36%
3,889
+352
67
$1.96M 0.35%
20,116
-149
68
$1.94M 0.35%
7,051
+349
69
$1.82M 0.33%
79,095
+27,880
70
$1.7M 0.3%
42,765
-200
71
$1.69M 0.3%
9,912
+542
72
$1.69M 0.3%
9,797
+5,837
73
$1.68M 0.3%
5,650
-514
74
$1.68M 0.3%
9,870
-150
75
$1.66M 0.3%
20,613
-105
1 2
3
4 5