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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$800K 0.08%
8,072
+1,243
227
$794K 0.08%
13,022
-4,182
228
$792K 0.07%
7,096
+128
229
$790K 0.07%
10,616
+3,772
230
$787K 0.07%
16,122
-1,227
231
$782K 0.07%
7,979
+707
232
$775K 0.07%
2,168
+707
233
$770K 0.07%
11,470
+3,469
234
$765K 0.07%
5,015
-5,915
235
$762K 0.07%
16,545
236
$761K 0.07%
6,444
+1,062
237
$760K 0.07%
3,041
+491
238
$760K 0.07%
4,208
+500
239
$757K 0.07%
3,889
+695
240
$754K 0.07%
2,237
+303
241
$751K 0.07%
8,609
-10
242
$735K 0.07%
47,850
-2,500
243
$730K 0.07%
18,807
+511
244
$730K 0.07%
39,012
-292
245
$727K 0.07%
6,711
+1,884
246
$726K 0.07%
14,079
-976
247
$725K 0.07%
3,786
+277
248
$720K 0.07%
1,729
+179
249
$718K 0.07%
12,295
+13
250
$717K 0.07%
5,750
-27
8 9
10
11 12