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
$187M
AUM Growth
-$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$623K
2 +$342K
3 +$293K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$226K
5
AXP icon
American Express
AXP
+$160K

Top Sells

1 +$688K
2 +$498K
3 +$222K
4
SYK icon
Stryker
SYK
+$210K
5
WMT icon
Walmart
WMT
+$208K

Sector Composition

1 Consumer Staples 21.1%
2 Industrials 18.8%
3 Healthcare 13.81%
4 Energy 10.69%
5 Financials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,263
77
-2,225
78
-3,125