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
$438M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$791K
3
+$409K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$387K
5
PM icon
Philip Morris
PM
+$210K

Top Sells

1
+$2.98M
2
+$2.48M
3
+$2.06M
4
UL icon
Unilever
UL
+$1.22M
5
SWK icon
Stanley Black & Decker
SWK
+$412K

Sector Composition

1 Healthcare 18.88%
2 Consumer Staples 16.61%
3 Technology 15.8%
4 Industrials 10.56%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.24%
5,046
-180
77
$1.06M 0.24%
8,613
-620
78
$1.01M 0.23%
20,634
-36
79
$959K 0.22%
4,765
+250
80
$915K 0.21%
9,850
-231
81
$896K 0.2%
14,950
82
$884K 0.2%
16,909
83
$800K 0.18%
14,515
+720
84
$769K 0.18%
3,851
-894
85
$735K 0.17%
8,837
-417
86
$688K 0.16%
11,710
-100
87
$575K 0.13%
2,379
88
$534K 0.12%
1,554
-25
89
$496K 0.11%
2,078
90
$477K 0.11%
2,782
91
$461K 0.11%
3,220
92
$458K 0.1%
2,360
-21
93
$458K 0.1%
16,000
-35
94
$447K 0.1%
5,888
-93
95
$432K 0.1%
4,496
+45
96
$416K 0.09%
9,087
-110
97
$403K 0.09%
2,100
98
$396K 0.09%
3,024
+48
99
$383K 0.09%
4,207
+150
100
$360K 0.08%
5,100
1 2 3
4
5