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
326
$473K 0.04%
+10,014
327
$472K 0.04%
16,244
+3,244
328
$471K 0.04%
+9,462
329
$471K 0.04%
29,100
+10,597
330
$470K 0.04%
8,462
+962
331
$463K 0.04%
+30,950
332
$454K 0.04%
10,965
+4,300
333
$454K 0.04%
9,522
-4,683
334
$453K 0.04%
1,954
+419
335
$453K 0.04%
+4,423
336
$452K 0.04%
8,737
-4,425
337
$449K 0.04%
6,290
+26
338
$447K 0.04%
12,164
-4,114
339
$441K 0.04%
+7,326
340
$431K 0.04%
22,250
-1,800
341
$431K 0.04%
4,540
+300
342
$425K 0.04%
9,230
+2,046
343
$424K 0.04%
3,825
+802
344
$423K 0.04%
5,110
-1,434
345
$422K 0.04%
+19,606
346
$421K 0.04%
2,810
+793
347
$418K 0.04%
1,070
+325
348
$416K 0.04%
1,997
+35
349
$415K 0.04%
+3,529
350
$414K 0.04%
+13,331
12 13
14
15 16