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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$284K 0.04%
+15,346
377
$284K 0.04%
4,364
+58
378
$283K 0.04%
+14,628
379
$282K 0.04%
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-81
380
$281K 0.04%
7,846
+353
381
$280K 0.04%
+10,036
382
$278K 0.04%
17,153
+2,115
383
$278K 0.04%
6,388
+270
384
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3,226
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385
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1,851
-90
386
$274K 0.04%
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387
$273K 0.04%
3,362
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388
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3,991
-227
389
$272K 0.04%
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-243
390
$270K 0.04%
9,176
391
$269K 0.04%
4,902
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392
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394
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3,964
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395
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6,154
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396
$263K 0.04%
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-537
397
$262K 0.04%
4,182
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398
$261K 0.04%
5,850
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399
$261K 0.04%
4,570
+380
400
$260K 0.04%
2,083
+1
14 15
16
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