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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$299K 0.05%
4,264
+428
302
$299K 0.05%
+5,485
303
$298K 0.05%
8,751
+1,315
304
$296K 0.05%
6,040
-8,861
305
$295K 0.05%
3,986
+177
306
$293K 0.05%
5,718
-822
307
$292K 0.05%
2,705
+97
308
$289K 0.05%
2,775
-294
309
$289K 0.05%
2,439
-204
310
$289K 0.05%
7,409
+2,991
311
$289K 0.05%
+5,183
312
$288K 0.05%
5,958
-522
313
$285K 0.05%
+13,874
314
$283K 0.05%
1,525
+156
315
$282K 0.05%
3,590
+100
316
$281K 0.05%
+5,147
317
$280K 0.05%
7,456
+284
318
$278K 0.05%
1,173
319
$277K 0.05%
36,082
+712
320
$277K 0.05%
3,390
+169
321
$275K 0.05%
+1,833
322
$275K 0.05%
+849
323
$273K 0.05%
+3,973
324
$272K 0.05%
3,974
+149
325
$272K 0.05%
4,440
-420
11 12
13
14 15