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
$523M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.34M
3 +$410K
4
FI icon
Fiserv
FI
+$290K
5
AVGO icon
Broadcom
AVGO
+$209K

Top Sells

1 +$3.97M
2 +$3.03M
3 +$2.86M
4
SWK icon
Stanley Black & Decker
SWK
+$455K
5
BA icon
Boeing
BA
+$379K

Sector Composition

1 Technology 22.53%
2 Healthcare 16.72%
3 Consumer Staples 13.46%
4 Financials 10.65%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,110
127
-1,966