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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$359K 0.03%
4,070
-575
377
$358K 0.03%
+13,204
378
$354K 0.03%
17,214
-59,915
379
$354K 0.03%
19,704
380
$352K 0.03%
15,836
-5,693
381
$349K 0.03%
+3,329
382
$349K 0.03%
1,645
-144
383
$349K 0.03%
4,247
+990
384
$346K 0.03%
7,622
+1,772
385
$344K 0.03%
6,026
+1,230
386
$343K 0.03%
2,128
+409
387
$341K 0.03%
+1,661
388
$337K 0.03%
+2,629
389
$334K 0.03%
8,337
-847
390
$332K 0.03%
4,175
-753
391
$330K 0.03%
2,516
-35
392
$330K 0.03%
10,163
393
$329K 0.03%
3,016
+674
394
$329K 0.03%
6,695
395
$328K 0.03%
4,571
+102
396
$328K 0.03%
7,563
+1,075
397
$328K 0.03%
2,419
+22
398
$327K 0.03%
+16,203
399
$326K 0.03%
11,760
+1,154
400
$325K 0.03%
+1,968
14 15
16
17 18