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
251
$1.2M 0.07%
3,518
-429
252
$1.2M 0.07%
11,256
+1,018
253
$1.2M 0.07%
3,316
+2,150
254
$1.2M 0.07%
10,867
+7,997
255
$1.2M 0.07%
967
+21
256
$1.18M 0.06%
+18,664
257
$1.17M 0.06%
+14,632
258
$1.16M 0.06%
+27,750
259
$1.16M 0.06%
4,012
+2,553
260
$1.14M 0.06%
+12,815
261
$1.14M 0.06%
3,960
+13
262
$1.14M 0.06%
19,998
+16,134
263
$1.13M 0.06%
+42,005
264
$1.12M 0.06%
3,729
+793
265
$1.11M 0.06%
+20,425
266
$1.1M 0.06%
+40,522
267
$1.1M 0.06%
+10,431
268
$1.09M 0.06%
+10,622
269
$1.07M 0.06%
+15,226
270
$1.05M 0.06%
2,481
+843
271
$1.05M 0.06%
4,595
+1,764
272
$1.04M 0.06%
5,469
-102
273
$1.04M 0.06%
+26,689
274
$1.03M 0.06%
+19,131
275
$1.02M 0.06%
+32,522
9 10
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