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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$521K 0.07%
+63,867
252
$517K 0.07%
11,295
-216
253
$516K 0.07%
9,910
+2,632
254
$513K 0.07%
5,015
+3
255
$512K 0.07%
5,996
+1,086
256
$510K 0.07%
+20,104
257
$507K 0.07%
5,280
-807
258
$501K 0.07%
+21,660
259
$501K 0.07%
4,872
+60
260
$501K 0.07%
7,270
+109
261
$500K 0.07%
19,602
+7,771
262
$493K 0.07%
6,322
+124
263
$483K 0.07%
6,148
+465
264
$478K 0.07%
13,071
+135
265
$476K 0.07%
6,522
+1,274
266
$471K 0.07%
15,712
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267
$470K 0.07%
1,470
+126
268
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5,380
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269
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8,172
270
$468K 0.07%
2,989
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271
$464K 0.07%
4,766
-1,005
272
$461K 0.07%
13,798
+21
273
$460K 0.07%
2,743
+680
274
$460K 0.07%
16,241
+103
275
$458K 0.07%
18,507
+4,212
9 10
11
12 13