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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.06%
3,462
+451
277
$1.02M 0.06%
7,347
-1,662
278
$1.01M 0.06%
+67,381
279
$1.01M 0.06%
6,316
+2,691
280
$1.01M 0.06%
11,002
+919
281
$1M 0.06%
8,437
-188
282
$992K 0.05%
18,694
+5,919
283
$985K 0.05%
+56,866
284
$984K 0.05%
+25,851
285
$982K 0.05%
+121,305
286
$981K 0.05%
+107,083
287
$971K 0.05%
+22,431
288
$968K 0.05%
+44,991
289
$965K 0.05%
+109,189
290
$965K 0.05%
+25,474
291
$963K 0.05%
+10,791
292
$961K 0.05%
+31,596
293
$958K 0.05%
5,182
-1,467
294
$957K 0.05%
+18,618
295
$954K 0.05%
10,339
+616
296
$951K 0.05%
4,305
+1,072
297
$946K 0.05%
+16,054
298
$935K 0.05%
+15,824
299
$934K 0.05%
7,621
+1,935
300
$934K 0.05%
8,802
-324
10 11
12
13 14