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
$236M
AUM Growth
+$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$817K
3
+$245K
4
SYY icon
Sysco
SYY
+$218K
5
WBS icon
Webster Financial
WBS
+$200K

Top Sells

1
+$793K
2
+$290K
3
+$95.2K
4
PM icon
Philip Morris
PM
+$82.2K
5
ITW icon
Illinois Tool Works
ITW
+$54.4K

Sector Composition

1 Consumer Staples 24.38%
2 Industrials 17.49%
3 Healthcare 15.09%
4 Financials 10.5%
5 Technology 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.44M 3.99%
80,349
-700
2
$8.53M 3.61%
64,503
-324
3
$7.8M 3.3%
96,617
-106
4
$7.62M 3.22%
65,954
-824
5
$6.95M 2.94%
53,837
-292
6
$6.89M 2.92%
89,656
-631
7
$6.59M 2.79%
46,008
-380
8
$6.3M 2.67%
72,335
+252
9
$6.22M 2.63%
138,779
-984
10
$5.63M 2.38%
36,735
-244
11
$5.22M 2.21%
107,371
+66
12
$5.22M 2.21%
27,411
+576
13
$5.01M 2.12%
72,705
-738
14
$4.98M 2.11%
28,604
-40
15
$4.84M 2.05%
36,530
-214
16
$4.42M 1.87%
52,483
-298
17
$4.41M 1.87%
79,677
+804
18
$4.36M 1.84%
34,880
-106
19
$4.3M 1.82%
30,582
-122
20
$4.3M 1.82%
33,205
+773
21
$4.24M 1.79%
26,165
-137
22
$4.2M 1.78%
68,702
-362
23
$4.15M 1.76%
37,512
+309
24
$4.13M 1.75%
55,208
+42
25
$4M 1.69%
104,770
-575
1
2 3 4