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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$50.4K 0.03%
+513
327
$48.5K 0.03%
+10,200
328
$45.8K 0.03%
+1,085
329
$42.9K 0.03%
+10,859
330
$41.5K 0.02%
+14,700
331
$39K 0.02%
13,887
-1,113
332
$37.8K 0.02%
+12,713
333
$32.4K 0.02%
+13,970
334
$31.7K 0.02%
+14,900
335
$31.3K 0.02%
+11,306
336
$30.8K 0.02%
+14,400
337
$29K 0.02%
+10,502
338
$26.2K 0.02%
+7,250
339
$26.1K 0.02%
+14,400
340
$20.5K 0.01%
+11,364
341
$17K 0.01%
+12,460
342
$16.4K 0.01%
+15,000
343
$14.5K 0.01%
+10,047
344
$12.6K 0.01%
69,600
+36,100
345
$12.3K 0.01%
+14,800
346
$11.7K 0.01%
14,700
-300
347
$11.3K 0.01%
+93,976
348
$11.3K 0.01%
+10,230
349
$10.5K 0.01%
61,700
+28,149
350
$10.3K 0.01%
94,910
+60,010
12 13
14
15 16