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
301
$529K 0.05%
15,477
+4,918
302
$527K 0.05%
9,104
+3,234
303
$526K 0.05%
18,020
+4,306
304
$525K 0.05%
+8,158
305
$525K 0.05%
18,456
+69
306
$519K 0.05%
3,483
-1,545
307
$516K 0.05%
18,259
-5,789
308
$514K 0.05%
22,962
+5,036
309
$511K 0.05%
11,116
+1,303
310
$510K 0.05%
6,002
-511
311
$505K 0.05%
9,508
+168
312
$503K 0.05%
4,813
+2,387
313
$499K 0.05%
12,185
-1,577
314
$496K 0.05%
4,973
+1,237
315
$496K 0.05%
+2,171
316
$496K 0.05%
7,017
-848
317
$492K 0.05%
2,972
+944
318
$489K 0.05%
4,877
-718
319
$487K 0.05%
12,850
-6,638
320
$482K 0.05%
4,033
-96
321
$476K 0.05%
9,083
-661
322
$476K 0.05%
4,770
+2,515
323
$476K 0.05%
8,830
+3,810
324
$474K 0.04%
42,352
+120
325
$474K 0.04%
+3,697
11 12
13
14 15