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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$122K 0.02%
+12,439
377
$120K 0.02%
+12,216
378
$117K 0.02%
+15,200
379
$115K 0.02%
+11,601
380
$105K 0.02%
+10,759
381
$103K 0.02%
1,475
+554
382
$102K 0.02%
+10,232
383
$101K 0.02%
+10,313
384
$101K 0.02%
+10,862
385
$101K 0.02%
+10,453
386
$99.2K 0.02%
+10,097
387
$99K 0.02%
+10,100
388
$98.9K 0.02%
+10,100
389
$98.3K 0.02%
+10,100
390
$98.2K 0.02%
+10,402
391
$97.9K 0.02%
+10,000
392
$96.6K 0.02%
+10,683
393
$92.6K 0.02%
+20,090
394
$89.9K 0.01%
+10,128
395
$88.7K 0.01%
+12,053
396
$88.5K 0.01%
+14,807
397
$86.4K 0.01%
+11,281
398
$86.1K 0.01%
+10,471
399
$86.1K 0.01%
+10,283
400
$77.2K 0.01%
+10,984
14 15
16
17 18