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William Newman

@Sky Investment Group Llc

Latest period2024 - Q4ReportedManaged Assets$546.303MTotal holdings137
Assets growth rate-1.9%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sky Investment Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Sky Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 546.303M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by William Newman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.34%
0.64%
$3.475M
5,929 shares@ $586.06 avg price
MCIBarings Corporate Investors
Recent Activity
0.64%
$3.475M
170,489 shares@ $20.39 avg price
DISWalt Disney Company
Recent Activity
Decreased -3.83%
0.6%
$3.24M
29,096 shares@ $111.36 avg price
FTVFortive Corp.
Recent Activity
Increased 0.74%
0.58%
$3.117M
41,558 shares@ $75.0 avg price
KDKyndryl Holdings, Inc.
Recent Activity
Increased 11.69%
0.56%
$3.056M
88,335 shares@ $34.6 avg price
CHDChurch & Dwight Company, Inc.
Recent Activity
Decreased -4.95%
0.56%
$3.036M
28,995 shares@ $104.71 avg price
MDLZMondelez International, Inc.
Recent Activity
Increased 11.63%
0.52%
$2.825M
47,291 shares@ $59.73 avg price
AVYAvery Dennison Corp.
Recent Activity
Increased 0.75%
0.51%
$2.77M
14,805 shares@ $187.14 avg price
DEODiageo Plc - Adr
Recent Activity
Decreased -14.42%
0.49%
$2.625M
20,650 shares@ $127.14 avg price
CMCSAComcast Corp. - Cl A
Recent Activity
Decreased -10.69%
0.46%
$2.491M
66,373 shares@ $37.54 avg price