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
$557M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.08M
3
+$1.01M
4
KD icon
Kyndryl
KD
+$641K
5
EMR icon
Emerson Electric
EMR
+$380K

Top Sells

1
+$3.91M
2
+$3.12M
3
+$3.08M
4
INTC icon
Intel
INTC
+$650K
5
SWK icon
Stanley Black & Decker
SWK
+$547K

Sector Composition

1 Technology 21.48%
2 Healthcare 16.83%
3 Consumer Staples 13.58%
4 Financials 11%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 6.86%
88,801
-1,224
2
$35.2M 6.31%
289,558
+1,093
3
$15.8M 2.85%
95,533
-648
4
$13.2M 2.38%
48,804
-68
5
$12.9M 2.31%
27,016
-193
6
$12.6M 2.26%
73,867
-401
7
$12.1M 2.17%
106,177
-1,571
8
$11.7M 2.09%
23,608
-473
9
$11.6M 2.08%
66,746
-135
10
$11.3M 2.04%
40,784
-816
11
$11.2M 2.01%
69,154
-1,520
12
$10.6M 1.9%
17,130
-599
13
$10.1M 1.82%
83,446
-733
14
$9.91M 1.78%
32,557
-7
15
$9.8M 1.76%
80,881
-750
16
$9.8M 1.76%
83,571
+2,918
17
$9.66M 1.73%
134,362
-2,469
18
$9.37M 1.68%
45,365
-1,780
19
$9.3M 1.67%
16,250
-12
20
$9.24M 1.66%
35,259
-1,229
21
$9.08M 1.63%
79,931
+3,027
22
$8.84M 1.59%
21,818
-243
23
$8.84M 1.59%
37,922
-1,052
24
$8.26M 1.48%
56,078
+893
25
$7.7M 1.38%
46,060
-820
1
2 3 4 5