SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.8M
3
+$8.98M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.62M

Top Sells

1
+$30M
2
+$5.63M
3
+$3.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.89M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.71M

Sector Composition

1 Technology 9.89%
2 Financials 4.9%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKLO
301
Oklo
OKLO
$16.3B
$1.24M 0.05%
+11,093
NBIS
302
Nebius Group N.V.
NBIS
$25.3B
$1.23M 0.05%
10,977
-9,078
BTC
303
Grayscale Bitcoin Mini Trust ETF
BTC
$3.97B
$1.22M 0.05%
24,112
+10,297
APACU
304
StoneBridge Acquisition II Corp Units
APACU
$1.22M 0.05%
+122,200
WPM icon
305
Wheaton Precious Metals
WPM
$47.7B
$1.21M 0.05%
10,845
-2,255
DMAR icon
306
FT Vest US Equity Deep Buffer ETF March
DMAR
$360M
$1.21M 0.05%
29,695
-1,031
SLVP icon
307
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$663M
$1.21M 0.05%
44,199
+28
EVSD
308
Eaton Vance Short Duration Income ETF
EVSD
$788M
$1.21M 0.05%
+23,500
VICI icon
309
VICI Properties
VICI
$29.8B
$1.21M 0.05%
36,475
+3,397
CMI icon
310
Cummins
CMI
$70.1B
$1.2M 0.05%
2,843
-529
AMT icon
311
American Tower
AMT
$85.8B
$1.2M 0.05%
6,174
-456
BA icon
312
Boeing
BA
$157B
$1.2M 0.05%
5,537
-553
URI icon
313
United Rentals
URI
$50B
$1.19M 0.05%
1,251
+79
VXUS icon
314
Vanguard Total International Stock ETF
VXUS
$114B
$1.17M 0.05%
15,945
+437
VOT icon
315
Vanguard Mid-Cap Growth ETF
VOT
$18B
$1.17M 0.05%
3,973
+2,168
WFC.PRL icon
316
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.86B
$1.17M 0.05%
947
+33
KKR icon
317
KKR & Co
KKR
$116B
$1.17M 0.05%
8,969
+99
PAAS icon
318
Pan American Silver
PAAS
$18.4B
$1.16M 0.05%
30,050
+12,380
MMLG icon
319
First Trust Multi-Manager Large Growth ETF
MMLG
$91.9M
$1.16M 0.05%
32,069
+185
BKNG icon
320
Booking.com
BKNG
$167B
$1.15M 0.05%
214
+100
DFAE icon
321
Dimensional Emerging Core Equity Market ETF
DFAE
$7.19B
$1.15M 0.05%
+36,379
UCB
322
United Community Banks
UCB
$3.79B
$1.13M 0.05%
35,855
-2,588
CB icon
323
Chubb
CB
$117B
$1.12M 0.05%
3,951
+186
IWO icon
324
iShares Russell 2000 Growth ETF
IWO
$13.4B
$1.12M 0.05%
3,491
+175
GTLB icon
325
GitLab
GTLB
$6.58B
$1.12M 0.05%
24,774
-280
11 12
13
14 15