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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$452K 0.07%
7,528
+429
277
$452K 0.07%
7,842
+225
278
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3,644
-13
279
$445K 0.06%
+1,407
280
$443K 0.06%
3,513
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281
$442K 0.06%
129,150
282
$438K 0.06%
523
-165
283
$438K 0.06%
+5,590
284
$435K 0.06%
1,295
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285
$435K 0.06%
7,145
-1,101
286
$431K 0.06%
2,454
-152
287
$430K 0.06%
1,238
+116
288
$429K 0.06%
13,130
+1,117
289
$429K 0.06%
11,025
+1,226
290
$420K 0.06%
5,501
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291
$419K 0.06%
11,167
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292
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5,279
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293
$416K 0.06%
1,082
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294
$416K 0.06%
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295
$414K 0.06%
20,053
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296
$411K 0.06%
1,739
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297
$407K 0.06%
3,534
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298
$406K 0.06%
14,313
-16,450
299
$403K 0.06%
6,943
-239
300
$401K 0.06%
1,930
-213
10 11
12
13 14