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
351
$413K 0.04%
3,698
-212
352
$409K 0.04%
8,393
-3,757
353
$406K 0.04%
3,392
+6
354
$405K 0.04%
23,970
+295
355
$405K 0.04%
14,926
+2,889
356
$403K 0.04%
4,677
-342
357
$402K 0.04%
5,226
-906
358
$402K 0.04%
5,709
-2,011
359
$402K 0.04%
3,683
+44
360
$400K 0.04%
10,511
-7,936
361
$399K 0.04%
1,792
+55
362
$399K 0.04%
+4,550
363
$389K 0.04%
15,117
-1,884
364
$388K 0.04%
7,239
-687
365
$382K 0.04%
2,224
-492
366
$381K 0.04%
9,969
+1,946
367
$379K 0.04%
1,711
+118
368
$377K 0.04%
+2,874
369
$375K 0.04%
10,861
370
$373K 0.04%
4,775
+1,333
371
$372K 0.04%
+4,065
372
$368K 0.03%
+17,547
373
$368K 0.03%
2,726
-318
374
$363K 0.03%
4,927
-5
375
$362K 0.03%
12,473
-515
13 14
15
16 17