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
376
$219K 0.04%
+5,791
377
$219K 0.04%
2,297
-109
378
$219K 0.04%
3,228
-621
379
$218K 0.04%
7,452
+96
380
$218K 0.04%
+6,110
381
$217K 0.04%
888
-38
382
$215K 0.04%
+1,655
383
$214K 0.04%
2,249
-592
384
$214K 0.04%
2,233
-21
385
$212K 0.04%
+2,710
386
$211K 0.04%
1,932
+72
387
$210K 0.04%
+6,733
388
$210K 0.04%
+6,136
389
$208K 0.04%
+1,637
390
$207K 0.04%
4,072
391
$207K 0.04%
+6,511
392
$205K 0.04%
+2,037
393
$205K 0.04%
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394
$204K 0.04%
899
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395
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3,421
-1,184
396
$203K 0.04%
3,830
397
$202K 0.04%
+5,541
398
$202K 0.04%
+5,353
399
$200K 0.04%
+1,328
400
$151K 0.03%
879
14 15
16
17 18