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
251
$697K 0.07%
11,780
-3,385
252
$696K 0.07%
9,648
-765
253
$693K 0.07%
15,090
-183
254
$691K 0.07%
29,052
-291
255
$685K 0.06%
5,506
+1,548
256
$685K 0.06%
5,200
+2,591
257
$684K 0.06%
6,378
-1,422
258
$682K 0.06%
8,053
+863
259
$682K 0.06%
5,063
+56
260
$681K 0.06%
7,572
+340
261
$677K 0.06%
5,721
-658
262
$673K 0.06%
7,816
-1,266
263
$670K 0.06%
3,268
+230
264
$664K 0.06%
2,644
+448
265
$654K 0.06%
+7,451
266
$652K 0.06%
+15,173
267
$652K 0.06%
14,128
+118
268
$651K 0.06%
2,347
-7
269
$643K 0.06%
23,056
+3,160
270
$642K 0.06%
+28,338
271
$642K 0.06%
10,926
+1,606
272
$639K 0.06%
5,156
+2,163
273
$638K 0.06%
24,490
+1,330
274
$636K 0.06%
1,395
+271
275
$630K 0.06%
32,494
-9,926
9 10
11
12 13