Equal-WT
WhaleScore 2.0
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SKY Investment Group is based out of Hartford. SKY Investment Group is a large advisory firm with 367 clients and discretionary assets under management (AUM) of $682,647,948 (Form ADV from 2023-05-15). Their last reported 13F filing for Q4 2023 included $474,318,424 in managed 13F securities
and a top 10 holdings concentration of 29.37%. SKY Investment Group's largest holding is Microsoft Corp. with shares held of 91,455. Whalewisdom has at least 72 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AXP American Express Co | 0.29% |
VLTO Veralto Corp | 0.15% |
GEHC GE HealthCare Techno | 0.14% |
MCD McDonalds Corp. | 0.13% |
HD Home Depot, Inc. (Th | 0.1% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
DHR Danaher Corp. | 0.32% |
JNJ Johnson & Johnson Co | 0.21% |
D Dominion Energy Inc | 0.16% |
PFE Pfizer, Inc. | 0.15% |
PG Procter & Gamble Co. | 0.15% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 7.25% |
NVDA NVIDIA Corp. | 3.07% |
GOOGL Alphabet Inc. Class | 2.75% |
PEP Pepsico Inc. (Loft, | 2.66% |
ABT Abbott Laboratories | 2.53% |
2023-12-31
13F Activity
Market Value | $474m, Prior: $441m |
New Purchases | 7 stocks |
Added To | 32 stocks |
Sold out of | 2 stocks |
Reduced holdings in | 69 stocks |
Top 10 Holdings % | 29.37% |
Turnover %[1] | 7.2% |
Turnover Alt %[2] | 1.08% |
Time Held Top 20 | 20.65 quarters |
Time Held Top 10 | 17.5 quarters |
Time Held All | 24.35 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31