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
$244M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$305K
3 +$287K
4
EBAY icon
eBay
EBAY
+$208K
5
USB icon
US Bancorp
USB
+$206K

Top Sells

1 +$1.28M
2 +$104K
3 +$64.9K
4
BDX icon
Becton Dickinson
BDX
+$31.4K
5
MSFT icon
Microsoft
MSFT
+$22.3K

Sector Composition

1 Consumer Staples 23.72%
2 Industrials 16.69%
3 Healthcare 14.95%
4 Financials 11.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$370K 0.15%
4,810
77
$368K 0.15%
14,528
78
$360K 0.15%
1,151
79
$332K 0.14%
5,179
80
$296K 0.12%
5,360
+60
81
$286K 0.12%
3,380
82
$283K 0.12%
2,685
83
$276K 0.11%
1,165
+25
84
$265K 0.11%
1,754
85
$250K 0.1%
1,759
86
$224K 0.09%
2,700
87
$222K 0.09%
2,321
-25
88
$213K 0.09%
1,492
89
$208K 0.09%
+5,399
90
$206K 0.08%
+3,845
91
$202K 0.08%
3,836