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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$592K 0.03%
+36,210
427
$590K 0.03%
6,840
-1,700
428
$590K 0.03%
6,500
+1,028
429
$588K 0.03%
+13,852
430
$587K 0.03%
+23,666
431
$583K 0.03%
7,821
-312
432
$578K 0.03%
82,918
+72,576
433
$577K 0.03%
+31,297
434
$576K 0.03%
3,966
+103
435
$572K 0.03%
11,251
-4,109
436
$570K 0.03%
9,776
+4,218
437
$563K 0.03%
+21,300
438
$558K 0.03%
+14,449
439
$555K 0.03%
+13,722
440
$553K 0.03%
7,039
-91
441
$552K 0.03%
+18,711
442
$551K 0.03%
+27,246
443
$551K 0.03%
+12,495
444
$550K 0.03%
+4,158
445
$550K 0.03%
+14,747
446
$550K 0.03%
+26,200
447
$547K 0.03%
+10,251
448
$547K 0.03%
9,304
+1,292
449
$544K 0.03%
7,776
+24
450
$539K 0.03%
+65,154
16 17
18
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