SIG
Sky Investment Group Portfolio holdings
AUM
$571M
This Quarter Return
+2.69%
1 Year Return
+15.81%
3 Year Return
+60.69%
5 Year Return
+108.71%
10 Year Return
+226.09%
AUM
$523M
AUM Growth
+$523M
(+0.58%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
5.69%
Top 10 Holdings %
Top 10 Hldgs %
32.93%
Holding
132
New
4
Increased
22
Reduced
79
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$32.1M |
| 2 |
Kyndryl
KD
|
$1.35M |
| 3 |
Palo Alto Networks
PANW
|
$1.34M |
| 4 |
Cigna
CI
|
$410K |
| 5 |
Fiserv
FI
|
$290K |
Top Sells
| 1 |
Stanley Black & Decker
SWK
|
$455K |
| 2 |
Boeing
BA
|
$379K |
| 3 |
Microsoft
MSFT
|
$349K |
| 4 |
Adobe
ADBE
|
$317K |
| 5 |
American Express
AXP
|
$283K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lowe's Companies
LOW
$145B
| – | – | -951 | Closed | -$242K |
|
127
Valero Energy
VLO
$47.2B
| – | – | -1,232 | Closed | -$210K |
|