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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$1.08M
3 +$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1 +$3.91M
2 +$3.12M
3 +$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$230K 0.04%
1,960
127
$219K 0.04%
1,460
-210
128
$218K 0.04%
900
129
$217K 0.04%
+801
130
$216K 0.04%
+7,010
131
$216K 0.04%
+369
132
$209K 0.04%
+1,090
133
$209K 0.04%
+1,150
134
$200K 0.04%
+2,700
135
$200K 0.04%
1,178
136
-20,990