SIG

Sky Investment Group Portfolio holdings

AUM $605M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.49M
3 +$332K
4
CMCSA icon
Comcast
CMCSA
+$296K
5
SYK icon
Stryker
SYK
+$197K

Top Sells

1 +$1.3M
2 +$540K
3 +$503K
4
SE
Spectra Energy Corp Wi
SE
+$268K
5
KMB icon
Kimberly-Clark
KMB
+$232K

Sector Composition

1 Consumer Staples 21.48%
2 Industrials 17.85%
3 Healthcare 13.45%
4 Energy 10.95%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.11%
7,263
-2,085
77
$206K 0.11%
+3,125
78
$92K 0.05%
24,014
79
-6,828