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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$205K 0.03%
+5,166
352
$205K 0.03%
+2,267
353
$204K 0.03%
+4,691
354
$204K 0.03%
+2,465
355
$203K 0.03%
+1,703
356
$203K 0.03%
15,114
-2,018
357
$203K 0.03%
+2,281
358
$203K 0.03%
+3,808
359
$202K 0.03%
+1,329
360
$202K 0.03%
+39,333
361
$201K 0.03%
10,555
-9,051
362
$201K 0.03%
+4,196
363
$197K 0.03%
+20,000
364
$191K 0.03%
+18,203
365
$188K 0.03%
+10,016
366
$180K 0.03%
+11,602
367
$174K 0.03%
14,078
-26,926
368
$166K 0.03%
17,000
-5,061
369
$157K 0.03%
+15,885
370
$155K 0.03%
+15,635
371
$145K 0.02%
+10,483
372
$135K 0.02%
+13,795
373
$133K 0.02%
+12,181
374
$126K 0.02%
+12,510
375
$125K 0.02%
+13,119
13 14
15
16 17