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
$181M
AUM Growth
+$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$421K
3
+$361K
4
CELG
Celgene Corp
CELG
+$331K
5
BUD icon
AB InBev
BUD
+$320K

Top Sells

1
+$214K
2
+$189K
3
+$143K
4
AXP icon
American Express
AXP
+$127K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$94.2K

Sector Composition

1 Consumer Staples 21.46%
2 Industrials 17.57%
3 Healthcare 12.54%
4 Energy 10.82%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.14M 5.06%
93,608
+127
2
$6.43M 3.56%
78,536
+728
3
$6.16M 3.4%
83,715
-243
4
$6.04M 3.34%
61,494
+3,170
5
$5.97M 3.3%
74,078
+356
6
$5.46M 3.02%
65,374
+910
7
$5.24M 2.9%
49,553
+297
8
$5.17M 2.86%
133,614
+1,055
9
$4.53M 2.5%
34,547
+450
10
$4.49M 2.48%
49,888
-1,412
11
$4.38M 2.42%
35,267
+155
12
$4.32M 2.39%
53,143
+95
13
$3.86M 2.13%
74,446
+1,025
14
$3.78M 2.09%
75,027
-171
15
$3.78M 2.09%
38,559
+1,075
16
$3.39M 1.88%
62,638
-718
17
$3.22M 1.78%
39,071
+150
18
$3.18M 1.76%
27,827
+16
19
$3.15M 1.74%
26,487
+725
20
$3.13M 1.73%
32,184
+65
21
$3.13M 1.73%
25,138
+320
22
$3.1M 1.71%
46,347
+5,400
23
$3.06M 1.69%
69,639
+1,645
24
$3.05M 1.69%
25,128
+295
25
$3.03M 1.68%
73,935
-200
1
2 3