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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.27K ﹤0.01%
30,000
+19,988
377
$3.21K ﹤0.01%
+22,900
378
$3.18K ﹤0.01%
106,008
-71,292
379
$3.05K ﹤0.01%
+30,094
380
$3.04K ﹤0.01%
30,400
+20,230
381
$3.01K ﹤0.01%
30,065
-62,455
382
$3K ﹤0.01%
77,000
+51,500
383
$2.96K ﹤0.01%
+42,300
384
$2.9K ﹤0.01%
+100,000
385
$2.84K ﹤0.01%
31,539
+13,766
386
$2.81K ﹤0.01%
25,000
+10,000
387
$2.78K ﹤0.01%
+50,542
388
$2.75K ﹤0.01%
+25,000
389
$2.69K ﹤0.01%
+12,450
390
$2.5K ﹤0.01%
+50,000
391
$2.4K ﹤0.01%
30,000
+19,284
392
$2.28K ﹤0.01%
+30,620
393
$2.25K ﹤0.01%
45,063
+7,163
394
$2.23K ﹤0.01%
25,281
-27,219
395
$2.2K ﹤0.01%
+10,990
396
$2.17K ﹤0.01%
+56,325
397
$2.16K ﹤0.01%
43,025
+25,825
398
$2.14K ﹤0.01%
+26,781
399
$2.07K ﹤0.01%
14,800
-26,229
400
$2.06K ﹤0.01%
+68,743
14 15
16
17 18