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
101
$378K 0.09%
2,377
+341
102
$357K 0.08%
12,470
-534
103
$342K 0.08%
4,874
104
$338K 0.08%
2,810
+925
105
$330K 0.07%
3,907
106
$325K 0.07%
6,086
107
$323K 0.07%
2,820
-200
108
$312K 0.07%
2,514
109
$301K 0.07%
6,641
-100
110
$295K 0.07%
4,100
111
$295K 0.07%
1,366
112
$277K 0.06%
2,625
113
$272K 0.06%
6,150
-120
114
$254K 0.06%
1,105
115
$247K 0.06%
1,728
116
$245K 0.06%
+8,104
117
$230K 0.05%
1,250
118
$228K 0.05%
5,878
-345
119
$219K 0.05%
+2,675
120
$219K 0.05%
4,586
-125
121
$202K 0.05%
+1,158
1 2 3 4
5