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
451
$529K 0.03%
+22,589
452
$529K 0.03%
+16,607
453
$529K 0.03%
+13,778
454
$527K 0.03%
922
+112
455
$527K 0.03%
+15,615
456
$527K 0.03%
1,009
+477
457
$524K 0.03%
+5,657
458
$522K 0.03%
+5,842
459
$521K 0.03%
2,052
+77
460
$520K 0.03%
+12,827
461
$514K 0.03%
+16,894
462
$512K 0.03%
+19,944
463
$507K 0.03%
4,904
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464
$504K 0.03%
+50,464
465
$504K 0.03%
4,290
+359
466
$501K 0.03%
+5,914
467
$501K 0.03%
+11,734
468
$497K 0.03%
+23,000
469
$496K 0.03%
1,883
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470
$494K 0.03%
+4,564
471
$491K 0.03%
+18,753
472
$491K 0.03%
+60
473
$489K 0.03%
2,187
+86
474
$487K 0.03%
4,677
-1,632
475
$487K 0.03%
6,418
+4,086