SIG
Sky Investment Group Portfolio holdings
AUM
$596M
1-Year Est. Return
15.26%
1 Year Est. Return
+15.26%
AUM
$571M
AUM Growth
+$29M
(+5.4%)
Holding
142
Top Buys
| 1 | +$1.52M | |
| 2 | +$720K | |
| 3 | +$664K | |
| 4 |
Fiserv
FI
|
+$307K |
| 5 |
UnitedHealth
UNH
|
+$292K |
Top Sells
| 1 | +$3.98M | |
| 2 | +$3.91M | |
| 3 | +$3.41M | |
| 4 |
Microsoft
MSFT
|
+$1.3M |
| 5 |
Comcast
CMCSA
|
+$896K |
Sector Composition
| 1 | Technology | 25.02% |
| 2 | Healthcare | 13.92% |
| 3 | Consumer Staples | 12.74% |
| 4 | Financials | 11.9% |
| 5 | Industrials | 9.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.46T
| $45.6M | 7.98% |
288,321
-2,525
|
|
||
|
2
Microsoft
MSFT
$3.82T
| $42.6M | 7.47% |
85,712
-2,604
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.06T
| $17.2M | 3.01% |
97,534
-908
|
|
||
4
American Express
AXP
$239B
| $15.3M | 2.69% |
48,105
-597
|
|
||
5
Philip Morris
PM
$246B
| $15.1M | 2.64% |
82,815
-740
|
|
||
6
Abbott
ABT
$224B
| $14.2M | 2.5% |
104,749
-860
|
|
||
7
Linde
LIN
$211B
| $13M | 2.28% |
27,720
-28
|
|
||
8
Mastercard
MA
$507B
| $12.9M | 2.26% |
22,936
-325
|
|
||
9
Meta Platforms (Facebook)
META
$1.8T
| $12M | 2.11% |
16,304
+77
|
|
||
10
RTX Corp
RTX
$211B
| $11.8M | 2.06% |
80,686
-125
|
|
||
11
Procter & Gamble
PG
$354B
| $10.9M | 1.9% |
68,114
-330
|
|
||
12
Johnson & Johnson
JNJ
$465B
| $10.2M | 1.79% |
66,789
-829
|
|
||
13
Coca-Cola
KO
$295B
| $9.78M | 1.71% |
138,217
-926
|
|
||
14
PepsiCo
PEP
$210B
| $9.68M | 1.7% |
73,289
-1,949
|
|
||
15
McDonald's
MCD
$220B
| $9.46M | 1.66% |
32,388
-378
|
|
||
16
Texas Instruments
TXN
$161B
| $9.09M | 1.59% |
43,782
-105
|
|
||
17
Exxon Mobil
XOM
$479B
| $9.04M | 1.58% |
83,842
-1,110
|
|
||
18
Illinois Tool Works
ITW
$72.7B
| $8.66M | 1.52% |
35,006
-108
|
|
||
19
Emerson Electric
EMR
$72.8B
| $8.41M | 1.47% |
63,113
-91
|
|
||
20
Danaher
DHR
$150B
| $8.02M | 1.41% |
40,624
-230
|
|
||
21
Home Depot
HD
$390B
| $8.01M | 1.4% |
21,850
+22
|
|
||
22
AbbVie
ABBV
$406B
| $7.95M | 1.39% |
42,824
-20
|
|
||
23
Chevron
CVX
$308B
| $7.94M | 1.39% |
55,471
-595
|
|
||
24
Thermo Fisher Scientific
TMO
$204B
| $7.47M | 1.31% |
18,430
+135
|
|
||
25
Amazon
AMZN
$2.27T
| $7.4M | 1.3% |
33,733
+258
|
|