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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.05%
1,231
+425
252
$293K 0.05%
20,034
-45,098
253
$291K 0.05%
10,721
-2,610
254
$291K 0.05%
4,528
+1,642
255
$291K 0.05%
3,439
-4,012
256
$290K 0.05%
19,464
-240
257
$289K 0.05%
+9,727
258
$288K 0.05%
+134
259
$287K 0.05%
+3,047
260
$285K 0.05%
+1,747
261
$282K 0.05%
4,378
+687
262
$282K 0.05%
+2,912
263
$282K 0.05%
+8,353
264
$281K 0.05%
10,163
265
$280K 0.05%
+11,103
266
$278K 0.05%
+1,362
267
$275K 0.05%
13,529
+1,056
268
$273K 0.04%
4,704
+787
269
$272K 0.04%
+3,183
270
$271K 0.04%
+5,657
271
$271K 0.04%
3,838
+28
272
$267K 0.04%
4,720
+350
273
$266K 0.04%
+3,839
274
$265K 0.04%
+3,169
275
$265K 0.04%
4,093
+142
9 10
11
12 13