SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
-1.09%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$696M
AUM Growth
+$21.3M
(+3.2%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
25.5%
Holding
522
New
50
Increased
243
Reduced
154
Closed
55
Top Buys
| 1 |
Novartis
NVS
|
$8.6M |
| 2 |
ORAN
Orange
ORAN
|
$6.65M |
| 3 |
Goldman Sachs Innovate Equity ETF
GINN
|
$5.87M |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$4.5M |
| 5 |
Novo Nordisk
NVO
|
$4.01M |
Top Sells
| 1 |
Smith & Nephew
SNN
|
$11.7M |
| 2 |
iShares MSCI Switzerland ETF
EWL
|
$7.3M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$3.54M |
| 4 |
RELX
RELX
|
$2.86M |
| 5 |
Caterpillar
CAT
|
$2.41M |
Sector Composition
| 1 | Technology | 7.02% |
| 2 | Healthcare | 4.68% |
| 3 | Consumer Discretionary | 3.2% |
| 4 | Communication Services | 2.89% |
| 5 | Financials | 2.26% |
