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
401
$260K 0.04%
4,319
+435
402
$260K 0.04%
2,420
+69
403
$259K 0.04%
+3,271
404
$257K 0.04%
4,728
+80
405
$256K 0.04%
6,428
+6
406
$256K 0.04%
5,174
+10
407
$256K 0.04%
2,129
+323
408
$255K 0.04%
1,775
-40
409
$255K 0.04%
3,969
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410
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+402
411
$249K 0.04%
7,292
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412
$248K 0.04%
3,791
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413
$247K 0.04%
366
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414
$246K 0.04%
3,932
-175
415
$244K 0.04%
4,815
416
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1,876
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417
$244K 0.04%
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418
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3,354
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419
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2,202
-1,153
420
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2,512
421
$240K 0.03%
7,965
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422
$236K 0.03%
794
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423
$236K 0.03%
759
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424
$235K 0.03%
4,620
+664
425
$234K 0.03%
6,210
-361
15 16
17
18 19