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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$233K 0.03%
1,337
427
$230K 0.03%
+2,433
428
$230K 0.03%
6,723
+525
429
$229K 0.03%
1,823
+80
430
$229K 0.03%
9,532
+656
431
$228K 0.03%
2,220
+265
432
$227K 0.03%
955
433
$227K 0.03%
727
+55
434
$226K 0.03%
+4,603
435
$225K 0.03%
2,255
436
$222K 0.03%
+5,835
437
$221K 0.03%
3,760
-1,408
438
$220K 0.03%
+3,484
439
$219K 0.03%
9,266
-200
440
$218K 0.03%
+4,773
441
$218K 0.03%
+2,805
442
$218K 0.03%
3,870
-183
443
$212K 0.03%
+1,782
444
$211K 0.03%
+1,910
445
$211K 0.03%
9,753
-5,059
446
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+4,986
447
$211K 0.03%
+4,715
448
$209K 0.03%
7,646
-1,684
449
$202K 0.03%
+4,798
450
$202K 0.03%
+3,690
16 17
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