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
101
– –
-2,250
102
$339K 0.08%
1,036
103
$322K 0.07%
8,900
104
$311K 0.07%
3,686
-503
105
$302K 0.07%
8,074
+70
106
$281K 0.06%
1,821
-197
107
$280K 0.06%
1,425
+15
108
$278K 0.06%
2,985
-105
109
$258K 0.06%
10,507
110
$254K 0.06%
2,891
111
$231K 0.05%
1,960
112
$229K 0.05%
4,050
113
$224K 0.05%
5,686
-300
114
$221K 0.05%
1,103
115
$218K 0.05%
2,700
-71
116
$215K 0.05%
8,110
117
$201K 0.05%
+1,578
118
– –
-2,703
1 2 3 4
5