SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
-0.91%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$190M
(+22%)
Cap. Flow
+$229M
Cap. Flow
% of AUM
21.69%
Top 10 Holdings %
Top 10 Hldgs %
32.12%
Holding
696
New
119
Increased
252
Reduced
162
Closed
149
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$54.4M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
+$46.2M |
| 3 |
MRO
Marathon Oil Corporation
MRO
|
+$25.7M |
| 4 |
X
US Steel
X
|
+$20.4M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$17.5M |
Top Sells
| 1 |
Apple
AAPL
|
+$20.1M |
| 2 |
Prudential
PUK
|
+$13.5M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.85M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$8.99M |
| 5 |
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% |
