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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$31K 0.01%
+12,826
427
$30.5K 0.01%
+14,963
428
$26.1K ﹤0.01%
+543
429
$25.8K ﹤0.01%
+16,000
430
$24.6K ﹤0.01%
+10,227
431
$22.8K ﹤0.01%
+10,714
432
$21.9K ﹤0.01%
+63
433
$21.1K ﹤0.01%
+1,236
434
$20.7K ﹤0.01%
+11,900
435
$20.1K ﹤0.01%
+600
436
$19.8K ﹤0.01%
+600
437
$19.4K ﹤0.01%
+15,000
438
$19K ﹤0.01%
+394
439
$18.4K ﹤0.01%
+1,000
440
$17.8K ﹤0.01%
+1,483
441
$16.6K ﹤0.01%
+15,000
442
$16.6K ﹤0.01%
+1,500
443
– –
0
444
$16.2K ﹤0.01%
+12,245
445
$16.1K ﹤0.01%
+1,594
446
$16.1K ﹤0.01%
+15,000
447
$14.7K ﹤0.01%
+15,000
448
$13.8K ﹤0.01%
+1,250
449
$13.7K ﹤0.01%
+135
450
$13.5K ﹤0.01%
+12,981
16 17
18
19 20