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
351
$243K 0.04%
+4,314
352
$241K 0.04%
+1,864
353
$240K 0.04%
4,815
354
$240K 0.04%
3,107
-22
355
$240K 0.04%
1,186
+14
356
$240K 0.04%
5,973
357
$239K 0.04%
3,192
358
$237K 0.04%
3,408
359
$236K 0.04%
1,613
-2,422
360
$235K 0.04%
+1,855
361
$233K 0.04%
1,019
-8
362
$232K 0.04%
+941
363
$232K 0.04%
+2,530
364
$228K 0.04%
9,916
-5,093
365
$226K 0.04%
+3,780
366
$226K 0.04%
477
-32
367
$226K 0.04%
+12,377
368
$222K 0.04%
+3,285
369
$222K 0.04%
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370
$222K 0.04%
+4,376
371
$221K 0.04%
+3,874
372
$221K 0.04%
971
+28
373
$220K 0.04%
+7,204
374
$220K 0.04%
2,671
-2,632
375
$219K 0.04%
2,601
-1,329
13 14
15
16 17