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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$617K 0.06%
16,727
+983
277
$611K 0.06%
19,227
+2,705
278
$611K 0.06%
21,246
+2,391
279
$606K 0.06%
12,639
-1,865
280
$599K 0.06%
22,770
+3,291
281
$595K 0.06%
16,161
+4,658
282
$589K 0.06%
10,392
+385
283
$584K 0.06%
12,660
+1,868
284
$584K 0.06%
6,415
+2,555
285
$577K 0.05%
3,147
-516
286
$566K 0.05%
63,490
+21,920
287
$556K 0.05%
41,004
-2,773
288
$553K 0.05%
16,886
-126
289
$549K 0.05%
119,650
-4,500
290
$549K 0.05%
9,779
+2,101
291
$546K 0.05%
7,515
-815
292
$542K 0.05%
18,662
+2,156
293
$541K 0.05%
20,963
+2,978
294
$539K 0.05%
7,967
+292
295
$538K 0.05%
1,203
+166
296
$537K 0.05%
+21,970
297
$536K 0.05%
7,742
+2,946
298
$534K 0.05%
5,246
-549
299
$532K 0.05%
5,417
+1,350
300
$530K 0.05%
+54,253
10 11
12
13 14