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
251
$401K 0.07%
5,106
+1,243
252
$390K 0.07%
+9,799
253
$382K 0.07%
29,405
+11,424
254
$380K 0.07%
7,410
-430
255
$379K 0.07%
6,627
-1,513
256
$376K 0.07%
11,361
+826
257
$374K 0.07%
1,563
+264
258
$372K 0.07%
4,432
-2,099
259
$372K 0.07%
10,700
+2,532
260
$369K 0.07%
1,295
+17
261
$369K 0.07%
+8,110
262
$367K 0.07%
5,040
-300
263
$366K 0.07%
3,351
+49
264
$354K 0.06%
+8,628
265
$353K 0.06%
4,675
+591
266
$353K 0.06%
1,600
-261
267
$351K 0.06%
21,936
+6
268
$349K 0.06%
4,774
-2,883
269
$346K 0.06%
757
+26
270
$344K 0.06%
5,249
-1
271
$344K 0.06%
6,720
-2,059
272
$340K 0.06%
+4,379
273
$339K 0.06%
2,397
+63
274
$339K 0.06%
10,616
-3,324
275
$337K 0.06%
7,005
+762
9 10
11
12 13