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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$264K 0.04%
+1,922
277
$260K 0.04%
+5,859
278
$259K 0.04%
7,161
+1,295
279
$259K 0.04%
2,719
-810
280
$256K 0.04%
+3,671
281
$256K 0.04%
+2,774
282
$256K 0.04%
+7,178
283
$256K 0.04%
9,550
284
$255K 0.04%
9,380
+1,154
285
$254K 0.04%
+25,831
286
$253K 0.04%
+1,885
287
$253K 0.04%
833
+194
288
$252K 0.04%
+3,557
289
$252K 0.04%
4,819
-48,594
290
$251K 0.04%
+4,186
291
$251K 0.04%
+2,665
292
$251K 0.04%
+6,907
293
$250K 0.04%
2,124
+37
294
$250K 0.04%
+7,453
295
$249K 0.04%
+7,442
296
$249K 0.04%
+1,676
297
$249K 0.04%
+1,029
298
$248K 0.04%
+7,757
299
$247K 0.04%
1,750
+105
300
$246K 0.04%
+1,083
10 11
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