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
$214M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.62M
3
+$1.49M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.18M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.11M

Top Sells

1
+$2.47M
2
+$1.97M
3
+$862K
4
RENE
Cartesian Growth Corp II
RENE
+$847K
5
DYCQU
DT Cloud Acquisition Corp Unit
DYCQU
+$834K

Sector Composition

1 Technology 14.72%
2 Healthcare 8.12%
3 Industrials 7.76%
4 Financials 6.54%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.55K ﹤0.01%
+11,312
327
$7.55K ﹤0.01%
+965
328
$7.51K ﹤0.01%
+300
329
$7.24K ﹤0.01%
+1
330
$6.3K ﹤0.01%
180,000
+59,800
331
$6.08K ﹤0.01%
+135,000
332
$5.84K ﹤0.01%
+11,682
333
$5.49K ﹤0.01%
52
-35
334
$5.48K ﹤0.01%
+56
335
$5.46K ﹤0.01%
+1,435
336
$5.42K ﹤0.01%
214,931
+202,831
337
$4.99K ﹤0.01%
322,161
+291,978
338
$4.55K ﹤0.01%
+737
339
$4.55K ﹤0.01%
130,015
-70,100
340
$4.09K ﹤0.01%
264,149
+156,159
341
$4K ﹤0.01%
+15,554
342
$3.65K ﹤0.01%
+67,000
343
$3.64K ﹤0.01%
131,800
+63,325
344
$3.55K ﹤0.01%
+101,400
345
$3.53K ﹤0.01%
+668
346
$3.49K ﹤0.01%
+8
347
$3.29K ﹤0.01%
82,300
+12,400
348
$3.17K ﹤0.01%
+180,088
349
$3.04K ﹤0.01%
203,824
-59,211
350
$2.85K ﹤0.01%
+18
12 13
14
15 16