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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1
+$3.91M
2
+$3.12M
3
+$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.28%
34,171
-4,870
77
$1.37M 0.25%
+6,578
78
$1.33M 0.24%
1,503
79
$1.31M 0.24%
5,319
+274
80
– –
0
81
$969K 0.17%
3,542
-6
82
$955K 0.17%
18,458
-2,959
83
$860K 0.15%
9,605
-115
84
$746K 0.13%
11,796
-3,004
85
$726K 0.13%
9,024
-108
86
$716K 0.13%
2,820
-400
87
$700K 0.13%
2,173
-90
88
$671K 0.12%
4,479
-11
89
$652K 0.12%
2,261
-45
90
$621K 0.11%
15,654
91
$608K 0.11%
6,883
-110
92
– –
0
93
$602K 0.11%
11,307
-3,193
94
$601K 0.11%
2,565
-50
95
$560K 0.1%
8,250
-5,915
96
$532K 0.1%
8,190
-925
97
$500K 0.09%
1,010
-30
98
$461K 0.08%
5,597
-200
99
$460K 0.08%
4,115
-667
100
$459K 0.08%
4,470
2 3
4
5 6