SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+7.11%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$674M
AUM Growth
+$118M
(+21%)
Cap. Flow
+$83.8M
Cap. Flow
% of AUM
12.43%
Top 10 Holdings %
Top 10 Hldgs %
25.56%
Holding
498
New
85
Increased
270
Reduced
98
Closed
26
Top Buys
| 1 |
Smith & Nephew
SNN
|
$11.7M |
| 2 |
iShares MSCI Switzerland ETF
EWL
|
$7.3M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.73M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$6.63M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.16M |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$25.3M |
| 2 |
Mitsubishi UFJ Financial
MUFG
|
$5.36M |
| 3 |
US Global Jets ETF
JETS
|
$3.95M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$3.36M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.69M |
Sector Composition
| 1 | Technology | 7.36% |
| 2 | Healthcare | 5.2% |
| 3 | Consumer Discretionary | 3.22% |
| 4 | Industrials | 3.18% |
| 5 | Financials | 2.15% |
