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
$192M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.43M
3
+$357K
4
CMCSA icon
Comcast
CMCSA
+$313K
5
SYK icon
Stryker
SYK
+$210K

Top Sells

1
+$1.25M
2
+$496K
3
+$468K
4
SE
Spectra Energy Corp Wi
SE
+$268K
5
KMB icon
Kimberly-Clark
KMB
+$242K

Sector Composition

1 Consumer Staples 21.48%
2 Industrials 17.85%
3 Healthcare 13.45%
4 Energy 10.95%
5 Financials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.68M 4.53%
93,889
+1,069
2
$6.67M 3.48%
73,277
-621
3
$6.43M 3.35%
61,451
+417
4
$6.37M 3.32%
78,185
+415
5
$6.22M 3.24%
85,893
+262
6
$6.07M 3.17%
64,154
+220
7
$5.68M 2.96%
134,556
+385
8
$5.5M 2.87%
47,577
-2,093
9
$4.87M 2.54%
51,465
-105
10
$4.72M 2.47%
50,787
+2,010
11
$4.48M 2.34%
34,567
+385
12
$4.4M 2.29%
76,317
+25
13
$4.05M 2.11%
75,918
+305
14
$3.83M 2%
31,661
-4,093
15
$3.67M 1.92%
27,055
-157
16
$3.64M 1.9%
38,884
+20
17
$3.52M 1.83%
31,625
-62
18
$3.4M 1.77%
39,538
+278
19
$3.39M 1.77%
69,063
-170
20
$3.37M 1.76%
62,210
+225
21
$3.2M 1.67%
28,495
+365
22
$3.2M 1.67%
68,829
-1,700
23
$3.18M 1.66%
75,168
+8,433
24
$3.15M 1.64%
25,053
+50
25
$3.13M 1.63%
34,332
-20
1
2 3 4