SIG

Sky Investment Group Portfolio holdings

AUM $596M
1-Year Est. Return 15.35%
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.47M
3
+$1.2M
4
MDT icon
Medtronic
MDT
+$232K
5
MCI
Barings Corporate Investors
MCI
+$209K

Top Sells

1
+$1.33M
2
+$832K
3
+$770K
4
ECL icon
Ecolab
ECL
+$435K
5
T icon
AT&T
T
+$300K

Sector Composition

1 Consumer Staples 21.22%
2 Healthcare 16.48%
3 Industrials 13.14%
4 Financials 12.59%
5 Technology 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$519K 0.18%
2,992
+25
77
$452K 0.16%
15,580
+152
78
$449K 0.16%
25,276
79
$446K 0.16%
9,336
80
$413K 0.14%
15,540
81
$410K 0.14%
1,994
82
$387K 0.14%
1,710
83
$349K 0.12%
3,851
+105
84
$343K 0.12%
942
85
$335K 0.12%
2,993
+200
86
$335K 0.12%
4,195
87
$298K 0.1%
2,022
88
$285K 0.1%
6,024
+125
89
$254K 0.09%
1,240
90
$254K 0.09%
3,025
91
$245K 0.09%
2,650
92
$243K 0.09%
6,600
93
$232K 0.08%
+2,380
94
$230K 0.08%
4,000
95
$226K 0.08%
1,367
96
$222K 0.08%
5,624
97
$208K 0.07%
+850
98
$15K 0.01%
2,133
99
– –
-5,174
100
– –
-23,087
1 2 3
4