SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+5.13%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$557M
AUM Growth
+$102M
(+22%)
Cap. Flow
+$85.5M
Cap. Flow
% of AUM
15.35%
Top 10 Holdings %
Top 10 Hldgs %
31.92%
Holding
446
New
80
Increased
199
Reduced
118
Closed
33
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$11M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$8.8M |
| 4 |
Mitsubishi UFJ Financial
MUFG
|
+$5.36M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.18M |
Top Sells
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Consumer Discretionary | 3.59% |
| 3 | Financials | 3.07% |
| 4 | Healthcare | 2.98% |
| 5 | Industrials | 2.56% |
