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
$444M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.34M
3
+$704K
4
ECL icon
Ecolab
ECL
+$252K
5
OGN icon
Organon & Co
OGN
+$245K

Top Sells

1
+$871K
2
+$599K
3
+$589K
4
AXP icon
American Express
AXP
+$378K
5
ABT icon
Abbott
ABT
+$325K

Sector Composition

1 Healthcare 17.81%
2 Consumer Staples 16.22%
3 Technology 15.26%
4 Industrials 13.26%
5 Financials 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.26%
16,354
+150
77
$1.14M 0.26%
2,870
-35
78
$1.1M 0.25%
4,707
-623
79
$992K 0.22%
25,325
-200
80
$977K 0.22%
20,790
+1,668
81
$951K 0.21%
1,624
+97
82
$933K 0.21%
17,601
-335
83
$900K 0.2%
4,090
84
$806K 0.18%
3,308
-70
85
$778K 0.18%
10,000
-200
86
$728K 0.16%
33,504
-9,842
87
$704K 0.16%
+2,887
88
$670K 0.15%
16,252
+154
89
$576K 0.13%
3,721
90
$558K 0.13%
3,729
-85
91
$527K 0.12%
6,441
-2,567
92
$521K 0.12%
3,716
+228
93
$517K 0.12%
1,797
+23
94
$511K 0.12%
10,700
95
$502K 0.11%
7,285
-4,615
96
$501K 0.11%
10,317
-1,140
97
$424K 0.1%
2,836
-995
98
$404K 0.09%
1,065
99
$392K 0.09%
5,700
+400
100
$385K 0.09%
3,920
-25
1 2 3
4
5