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
$236M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$817K
3
+$245K
4
SYY icon
Sysco
SYY
+$218K
5
WBS icon
Webster Financial
WBS
+$200K

Top Sells

1
+$793K
2
+$290K
3
+$95.2K
4
PM icon
Philip Morris
PM
+$82.2K
5
ITW icon
Illinois Tool Works
ITW
+$54.4K

Sector Composition

1 Consumer Staples 24.38%
2 Industrials 17.49%
3 Healthcare 15.09%
4 Financials 10.5%
5 Technology 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.15%
14,528
77
$350K 0.15%
11,175
+213
78
$312K 0.13%
1,151
79
$294K 0.12%
5,300
+285
80
$279K 0.12%
3,380
+290
81
$278K 0.12%
5,179
82
$253K 0.11%
1,140
83
$252K 0.11%
2,685
+25
84
$251K 0.11%
1,754
85
$244K 0.1%
1,759
86
$219K 0.09%
2,700
-200
87
$217K 0.09%
1,492
-3
88
$214K 0.09%
2,346
89
$200K 0.08%
+3,836
90
– –
-17,092
1 2 3
4