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
401
$2.03K ﹤0.01%
+77,000
402
$1.94K ﹤0.01%
10,200
-9,465
403
$1.84K ﹤0.01%
51,192
+31,392
404
$1.81K ﹤0.01%
+15,051
405
$1.75K ﹤0.01%
19,385
+8,985
406
$1.73K ﹤0.01%
+17,500
407
$1.64K ﹤0.01%
+27,400
408
$1.61K ﹤0.01%
14,000
-7,943
409
$1.56K ﹤0.01%
+30,000
410
$1.56K ﹤0.01%
+29,301
411
$1.51K ﹤0.01%
+15,068
412
$1.48K ﹤0.01%
+36,972
413
$1.44K ﹤0.01%
12,000
-5,360
414
$1.42K ﹤0.01%
56,956
+21,344
415
$1.34K ﹤0.01%
+29,162
416
$1.3K ﹤0.01%
+10,000
417
$1.27K ﹤0.01%
10,030
-53,569
418
$1.18K ﹤0.01%
+11,807
419
$1.15K ﹤0.01%
+23,030
420
$1.14K ﹤0.01%
+35,200
421
$1.12K ﹤0.01%
20,300
-57,423
422
$1.08K ﹤0.01%
33,726
-1,274
423
$1.07K ﹤0.01%
15,100
-49,800
424
$1.07K ﹤0.01%
26,000
-4,000
425
$1.02K ﹤0.01%
10,221
-28,679
15 16
17
18 19