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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$321K 0.03%
4,044
-1,262
402
$321K 0.03%
8,119
+327
403
$320K 0.03%
3,305
404
$319K 0.03%
3,810
+17
405
$319K 0.03%
+4,005
406
$318K 0.03%
+2,651
407
$317K 0.03%
23,096
+11,790
408
$316K 0.03%
1,794
+536
409
$315K 0.03%
+4,271
410
$313K 0.03%
4,581
+200
411
$312K 0.03%
2,087
+1
412
$310K 0.03%
5,740
413
$308K 0.03%
3,951
+11
414
$308K 0.03%
4,544
+629
415
$307K 0.03%
17,132
-140
416
$304K 0.03%
2,618
-1,451
417
$304K 0.03%
6,006
-1,477
418
$302K 0.03%
7,387
+295
419
$301K 0.03%
2,806
-5
420
$299K 0.03%
4,370
-95
421
$293K 0.03%
+10,202
422
$293K 0.03%
9,550
423
$289K 0.03%
3,088
-523
424
$289K 0.03%
1,136
+42
425
$286K 0.03%
13,790
+304
15 16
17
18 19