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
$449M
AUM Growth
+$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$2.12M
3 +$1.99M
4
SYY icon
Sysco
SYY
+$756K
5
APD icon
Air Products & Chemicals
APD
+$749K

Top Sells

1 +$502K
2 +$309K
3 +$272K
4
OGN icon
Organon & Co
OGN
+$245K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Healthcare 17.71%
2 Consumer Staples 15.97%
3 Technology 15.2%
4 Financials 12.34%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,150
127
-8,104
128
-7,285