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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$83K 0.04%
+12,272
302
$77.5K 0.04%
+10,577
303
$77.2K 0.04%
+13,901
304
$70.5K 0.04%
+14,601
305
$56.2K 0.03%
+52,046
306
$54.8K 0.03%
+15,478
307
$52.5K 0.03%
+15,341
308
$48.5K 0.03%
+960
309
$41.5K 0.02%
+23,880
310
$34.9K 0.02%
+295
311
$26.9K 0.01%
+483
312
$25.4K 0.01%
+13,863
313
$19.3K 0.01%
+11,755
314
$18.9K 0.01%
+13,029
315
$14.1K 0.01%
+12,376
316
$14.1K 0.01%
+1,480
317
$13.9K 0.01%
+11,800
318
$12.8K 0.01%
+13,400
319
$12.4K 0.01%
473
-98
320
$9.85K 0.01%
+392
321
– –
0
322
$7.2K ﹤0.01%
+10,001
323
$4.4K ﹤0.01%
+220,000
324
$3.16K ﹤0.01%
55,300
+24,800
325
$3.12K ﹤0.01%
+177,500
11 12
13
14 15