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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$838K 0.05%
6,375
+2,233
327
$828K 0.05%
+41,711
328
$824K 0.05%
1,170
+715
329
$823K 0.05%
+1,306
330
$818K 0.05%
+18,944
331
$818K 0.05%
6,193
-477
332
$817K 0.04%
+9,203
333
$815K 0.04%
+24,892
334
$814K 0.04%
35,103
+19,734
335
$813K 0.04%
+7,353
336
$810K 0.04%
8,367
+2,862
337
$807K 0.04%
+28,953
338
$805K 0.04%
6,794
+2,688
339
$803K 0.04%
7,048
+3,873
340
$803K 0.04%
+24,569
341
$800K 0.04%
+10,341
342
$797K 0.04%
+21,232
343
$796K 0.04%
+19,272
344
$796K 0.04%
+23,605
345
$796K 0.04%
+30,769
346
$795K 0.04%
2,260
-322
347
$793K 0.04%
+17,155
348
$790K 0.04%
8,364
-1,702
349
$787K 0.04%
+19,319
350
$784K 0.04%
20,271
+12,019
12 13
14
15 16