SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+5.57%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$177M
AUM Growth
+$9.32M
(+5.5%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
22.87%
Holding
557
New
117
Increased
105
Reduced
131
Closed
201
Top Buys
| 1 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$4.25M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.31M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.61M |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.45M |
| 5 |
Walt Disney
DIS
|
$1.09M |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$5.05M |
| 2 |
APGB
Apollo Strategic Growth Capital II
APGB
|
$1.27M |
| 3 |
Kimberly-Clark
KMB
|
$1.06M |
| 4 |
PayPal
PYPL
|
$1.05M |
| 5 |
Duke Energy
DUK
|
$953K |
Sector Composition
| 1 | Technology | 9.77% |
| 2 | Industrials | 7.67% |
| 3 | Healthcare | 7.39% |
| 4 | Financials | 6.79% |
| 5 | Consumer Discretionary | 4.22% |