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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$714K 0.04%
+22,500
377
$711K 0.04%
+24,337
378
$710K 0.04%
1,195
+511
379
$706K 0.04%
+10,798
380
$700K 0.04%
+74,085
381
$697K 0.04%
+12,285
382
$695K 0.04%
+17,129
383
$695K 0.04%
6,977
+62
384
$691K 0.04%
9,064
+707
385
$683K 0.04%
8,513
+1,858
386
$678K 0.04%
+64,808
387
$677K 0.04%
+27,039
388
$676K 0.04%
5,431
+2,085
389
$675K 0.04%
12,002
+8,072
390
$669K 0.04%
+13,539
391
$669K 0.04%
+9,979
392
$668K 0.04%
6,534
+3,888
393
$665K 0.04%
8,861
+2,759
394
$659K 0.04%
+24,546
395
$655K 0.04%
+10,315
396
$652K 0.04%
+3,289
397
$651K 0.04%
+34,831
398
$650K 0.04%
1,139
+585
399
$646K 0.04%
+6,722
400
$643K 0.04%
+26,245
14 15
16
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