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
$285M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.47M
3
+$1.2M
4
MDT icon
Medtronic
MDT
+$232K
5
MCI
Barings Corporate Investors
MCI
+$209K

Top Sells

1
+$1.33M
2
+$832K
3
+$770K
4
ECL icon
Ecolab
ECL
+$435K
5
T icon
AT&T
T
+$300K

Sector Composition

1 Consumer Staples 21.22%
2 Healthcare 16.48%
3 Industrials 13.14%
4 Financials 12.59%
5 Technology 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.89M 3.47%
73,848
-372
2
$9.24M 3.24%
109,913
-150
3
$9.05M 3.17%
64,995
-56
4
$8.99M 3.15%
68,587
-30
5
$7.77M 2.72%
70,866
+645
6
$7.66M 2.68%
93,451
+781
7
$7.58M 2.66%
98,988
+776
8
$7.47M 2.62%
56,021
-70
9
$7.39M 2.59%
35,572
+10
10
$7.11M 2.49%
139,547
-15
11
$6.96M 2.44%
54,934
-220
12
$6.89M 2.41%
45,670
+94
13
$6.75M 2.37%
27,467
+802
14
$6.64M 2.32%
25,090
-21
15
$6.43M 2.25%
58,585
+625
16
$6.4M 2.24%
51,878
-201
17
$6.28M 2.2%
79,926
-111
18
$6.21M 2.18%
77,615
+649
19
$6.2M 2.17%
30,894
-459
20
$5.51M 1.93%
48,053
-165
21
$4.97M 1.74%
28,835
-170
22
$4.95M 1.73%
36,073
+184
23
$4.86M 1.7%
33,635
-12
24
$4.64M 1.63%
65,615
+470
25
$4.54M 1.59%
26,691
+78
1
2 3 4