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
$496M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$765K
2 +$357K
3 +$349K
4
MO icon
Altria Group
MO
+$201K
5
XOM icon
Exxon Mobil
XOM
+$187K

Sector Composition

1 Healthcare 18.04%
2 Consumer Staples 15.93%
3 Technology 15.82%
4 Industrials 11.93%
5 Financials 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,631
127
-4,411