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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$258K 0.02%
3,314
-273
452
$254K 0.02%
1,512
-2,516
453
$254K 0.02%
+8,984
454
$254K 0.02%
7,763
455
$253K 0.02%
+1,638
456
$252K 0.02%
+5,637
457
$252K 0.02%
3,404
-127
458
$251K 0.02%
3,485
+437
459
$251K 0.02%
+1,587
460
$251K 0.02%
+2,503
461
$251K 0.02%
5,592
462
$246K 0.02%
+2,953
463
$246K 0.02%
806
-45
464
$244K 0.02%
+5,742
465
$243K 0.02%
+9,921
466
$241K 0.02%
+1,653
467
$241K 0.02%
+2,355
468
$240K 0.02%
3,941
-264
469
$240K 0.02%
+24,571
470
$239K 0.02%
2,290
-1,414
471
$239K 0.02%
17,528
-4,826
472
$239K 0.02%
3,695
-676
473
$237K 0.02%
3,595
+57
474
$236K 0.02%
4,797
-150
475
$236K 0.02%
+2,611
17 18
19
20 21