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
301
$244K 0.04%
3,020
-9,385
302
$244K 0.04%
8,101
+1,991
303
$243K 0.04%
+2,442
304
$243K 0.04%
+7,021
305
$240K 0.04%
5,036
+1,057
306
$239K 0.04%
+4,877
307
$239K 0.04%
+6,862
308
$236K 0.04%
7,278
+733
309
$235K 0.04%
+4,690
310
$234K 0.04%
13,400
-4,147
311
$233K 0.04%
+8,002
312
$233K 0.04%
+4,594
313
$230K 0.04%
+4,645
314
$230K 0.04%
+4,815
315
$226K 0.04%
2,112
+356
316
$225K 0.04%
3,122
+1
317
$225K 0.04%
+11,006
318
$224K 0.04%
+8,984
319
$223K 0.04%
+1,698
320
$221K 0.04%
4,323
-630
321
$221K 0.04%
1,875
-1,822
322
$221K 0.04%
+3,121
323
$220K 0.04%
3,452
+458
324
$220K 0.04%
3,405
-1,821
325
$217K 0.04%
+1,209
11 12
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