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
451
$13.1K ﹤0.01%
+329
452
$12.9K ﹤0.01%
+1,230
453
$12.7K ﹤0.01%
+12,326
454
$12.1K ﹤0.01%
+600
455
$12.1K ﹤0.01%
+745
456
$12K ﹤0.01%
+1,211
457
$11.2K ﹤0.01%
+15,300
458
$11K ﹤0.01%
+735
459
$10.8K ﹤0.01%
+10,000
460
$10.7K ﹤0.01%
+16,435
461
$10.5K ﹤0.01%
+14,220
462
$10.3K ﹤0.01%
+3
463
$10.2K ﹤0.01%
+4
464
$10.1K ﹤0.01%
+1,500
465
$9.92K ﹤0.01%
+1,480
466
$9.84K ﹤0.01%
+92
467
$9.57K ﹤0.01%
+250
468
$9.03K ﹤0.01%
+1,007
469
$8.93K ﹤0.01%
+750
470
$8.85K ﹤0.01%
+15,000
471
$7.57K ﹤0.01%
+10,000
472
$7.17K ﹤0.01%
+71,748
473
$7.16K ﹤0.01%
+59,752
474
$6.95K ﹤0.01%
+1,259
475
$6.34K ﹤0.01%
+1,160
17 18
19
20 21