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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$334K 0.06%
41,323
+12,073
277
$328K 0.06%
18,875
+1,725
278
$326K 0.06%
686
-12
279
$325K 0.06%
+3,900
280
$325K 0.06%
+14,755
281
$322K 0.06%
+2,003
282
$321K 0.06%
34,650
+14,300
283
$321K 0.06%
2,907
+37
284
$321K 0.06%
7,164
+373
285
$320K 0.06%
4,851
+1,893
286
$320K 0.06%
5,213
+395
287
$320K 0.06%
+8,294
288
$316K 0.06%
1,145
-80
289
$313K 0.06%
3,692
+112
290
$312K 0.06%
875
-145
291
$311K 0.06%
+35,400
292
$309K 0.06%
+1,643
293
$308K 0.06%
5,892
-3,480
294
$307K 0.06%
4,874
+298
295
$306K 0.06%
12,577
-1,030
296
$306K 0.06%
1,918
297
$304K 0.05%
4,724
+700
298
$302K 0.05%
6,024
-1,080
299
$301K 0.05%
1,830
-24
300
$301K 0.05%
2,470
+268
10 11
12
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