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
$238M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$1.56M
3
+$1.07M
4
AMZN icon
Amazon
AMZN
+$1.03M
5
IFF icon
International Flavors & Fragrances
IFF
+$457K

Top Sells

1
+$5.72M
2
+$2.33M
3
+$1.07M
4
WHR icon
Whirlpool
WHR
+$516K
5
BUD icon
AB InBev
BUD
+$469K

Sector Composition

1 Consumer Staples 22.06%
2 Healthcare 16.55%
3 Industrials 13.16%
4 Financials 12.01%
5 Technology 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.39M 3.53%
65,046
-262
2
$8.01M 3.37%
110,677
+3,500
3
$7.58M 3.19%
68,650
-137
4
$7.49M 3.15%
73,726
+2,031
5
$6.69M 2.82%
98,144
+323
6
$6.49M 2.73%
70,614
-1,099
7
$6.47M 2.72%
136,585
-1,660
8
$6.42M 2.7%
56,368
-137
9
$6.35M 2.67%
35,777
-377
10
$6.17M 2.6%
92,024
+366
11
$5.86M 2.46%
26,636
+79
12
$5.78M 2.43%
45,588
+25
13
$5.33M 2.24%
79,782
-1,625
14
$5.29M 2.22%
72,482
-202
15
$5.13M 2.16%
55,624
+4,916
16
$5.08M 2.14%
55,571
+713
17
$4.95M 2.08%
+31,723
18
$4.95M 2.08%
51,884
-135
19
$4.74M 2%
25,130
+62
20
$4.72M 1.99%
29,632
+158
21
$4.56M 1.92%
48,243
+1,509
22
$4.25M 1.79%
90,540
+1,566
23
$4.14M 1.74%
29,192
-45
24
$4.11M 1.73%
35,125
-128
25
$4.09M 1.72%
65,312
+155
1
2 3 4 5