SIG
Sky Investment Group Portfolio holdings
AUM
$571M
This Quarter Return
+7.07%
1 Year Return
+15.81%
3 Year Return
+60.69%
5 Year Return
+108.71%
10 Year Return
+226.09%
AUM
$557M
AUM Growth
+$557M
(+6.5%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
31.34%
Holding
141
New
7
Increased
26
Reduced
82
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$1.62M |
| 2 |
Waste Management
WM
|
$1.37M |
| 3 |
Amazon
AMZN
|
$1.08M |
| 4 |
Kyndryl
KD
|
$641K |
| 5 |
Emerson Electric
EMR
|
$380K |
Top Sells
| 1 |
Intel
INTC
|
$650K |
| 2 |
Stanley Black & Decker
SWK
|
$547K |
| 3 |
United Parcel Service
UPS
|
$530K |
| 4 |
Microsoft
MSFT
|
$527K |
| 5 |
Ball Corp
BALL
|
$402K |
Sector Composition
| 1 | Technology | 21.48% |
| 2 | Healthcare | 16.83% |
| 3 | Consumer Staples | 13.58% |
| 4 | Financials | 11% |
| 5 | Industrials | 9.39% |
