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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.29K 0.01%
+172,001
352
$8.98K 0.01%
+10
353
$7.22K ﹤0.01%
+1,682
354
$7.08K ﹤0.01%
+228,233
355
$6.25K ﹤0.01%
+61,981
356
$5.23K ﹤0.01%
+335
357
$5.21K ﹤0.01%
+65,134
358
$5K ﹤0.01%
62,500
+47,300
359
$4.96K ﹤0.01%
+49,600
360
$4.78K ﹤0.01%
358
-175
361
$4.71K ﹤0.01%
+66,300
362
$4.69K ﹤0.01%
+2,141
363
$4.67K ﹤0.01%
+1,701
364
$4.39K ﹤0.01%
+19,100
365
$4.29K ﹤0.01%
35,000
+5,000
366
$4.23K ﹤0.01%
141,000
+90,000
367
$4.2K ﹤0.01%
+600
368
$4.16K ﹤0.01%
83,608
+63,508
369
$4K ﹤0.01%
+10,654
370
$3.85K ﹤0.01%
35,000
-13,950
371
$3.76K ﹤0.01%
+125,000
372
$3.6K ﹤0.01%
+30,000
373
$3.54K ﹤0.01%
+25,258
374
$3.52K ﹤0.01%
39,100
+23,151
375
$3.39K ﹤0.01%
+192,667
13 14
15
16 17