SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$486K 0.09%
22,351
-6,594
227
$484K 0.09%
2,232
-158
228
$482K 0.09%
2,990
+149
229
$482K 0.09%
17,668
+3,350
230
$479K 0.09%
1,278
-776
231
$479K 0.09%
8,246
-10,434
232
$474K 0.09%
7,755
+172
233
$467K 0.08%
9,750
-4,452
234
$461K 0.08%
3,867
-465
235
$460K 0.08%
17,445
+3,225
236
$448K 0.08%
5,895
+28
237
$447K 0.08%
2,364
+502
238
$445K 0.08%
2,936
-28
239
$442K 0.08%
21,813
-700
240
$438K 0.08%
3,289
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241
$430K 0.08%
6,296
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242
$427K 0.08%
4,735
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243
$427K 0.08%
4,647
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244
$426K 0.08%
2,388
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245
$416K 0.07%
9,595
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246
$412K 0.07%
3,800
-1,065
247
$409K 0.07%
3,561
+16
248
$407K 0.07%
5,680
-548
249
$404K 0.07%
9,653
-6,061
250
$403K 0.07%
2,000
-366
8 9
10
11 12