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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.07%
9,077
+3,307
227
$1.34M 0.07%
+30,519
228
$1.34M 0.07%
+50,230
229
$1.33M 0.07%
+41,530
230
$1.33M 0.07%
8,976
+1,504
231
$1.33M 0.07%
+33,429
232
$1.31M 0.07%
16,997
+10,540
233
$1.3M 0.07%
+17,581
234
$1.3M 0.07%
3,915
+2,406
235
$1.3M 0.07%
11,611
+1,196
236
$1.3M 0.07%
10,724
+1,821
237
$1.29M 0.07%
+130,594
238
$1.29M 0.07%
+49,328
239
$1.28M 0.07%
+28,606
240
$1.28M 0.07%
+58,655
241
$1.28M 0.07%
+54,516
242
$1.28M 0.07%
1,206
+55
243
$1.26M 0.07%
5,462
+481
244
$1.25M 0.07%
+31,088
245
$1.24M 0.07%
+33,399
246
$1.24M 0.07%
3,235
+604
247
$1.23M 0.07%
2,471
+1,611
248
$1.23M 0.07%
+10,707
249
$1.21M 0.07%
+141,638
250
$1.21M 0.07%
1,010
+31
8 9
10
11 12