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
$80.2M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$846K
3
+$662K
4
CAPD
iPath Shiller CAPE ETN
CAPD
+$544K
5
NXPI icon
NXP Semiconductors
NXPI
+$523K

Top Sells

1
+$4M
2
+$3.93M
3
+$3.72M
4
CVX icon
Chevron
CVX
+$3.61M
5
XOM icon
Exxon Mobil
XOM
+$3.42M

Sector Composition

1 Technology 6.72%
2 Communication Services 4.84%
3 Financials 3.97%
4 Healthcare 3.78%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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