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
326
$271K 0.05%
4,377
+215
327
$271K 0.05%
10,090
+430
328
$269K 0.05%
4,266
+151
329
$267K 0.05%
4,867
+178
330
$267K 0.05%
5,485
-100
331
$265K 0.05%
180
-56
332
$265K 0.05%
4,547
+41
333
$263K 0.05%
4,895
+230
334
$263K 0.05%
3,905
-526
335
$262K 0.05%
+2,086
336
$261K 0.05%
3,063
337
$261K 0.05%
4,244
+174
338
$260K 0.05%
+9,158
339
$259K 0.05%
21,108
-354
340
$259K 0.05%
7,980
+415
341
$257K 0.05%
5,913
+173
342
$256K 0.05%
2,971
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343
$255K 0.05%
5,154
+331
344
$255K 0.05%
+4,565
345
$255K 0.05%
1,189
-44
346
$254K 0.05%
+4,221
347
$252K 0.05%
3,870
+300
348
$249K 0.04%
+6,925
349
$244K 0.04%
+2,000
350
$243K 0.04%
4,969
+357
12 13
14
15 16