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
$57.3M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.23M
3
+$1.09M
4
NVS icon
Novartis
NVS
+$963K
5
CCI icon
Crown Castle
CCI
+$953K

Top Sells

1
+$755K
2
+$507K
3
+$411K
4
STX icon
Seagate
STX
+$404K
5
PGX icon
Invesco Preferred ETF
PGX
+$345K

Sector Composition

1 Communication Services 13.45%
2 Healthcare 12.45%
3 Technology 8.92%
4 Energy 7.79%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$764K 1.33%
+10,140
27
$742K 1.3%
10,973
+921
28
$724K 1.26%
12,684
-235
29
$702K 1.23%
14,515
-186
30
$700K 1.22%
12,275
+399
31
$697K 1.22%
10,519
+137
32
$691K 1.21%
12,536
+242
33
$688K 1.2%
11,725
+775
34
$684K 1.19%
11,333
+259
35
$661K 1.15%
+10,553
36
$655K 1.14%
16,737
+445
37
$654K 1.14%
11,745
+690
38
$652K 1.14%
22,426
+34
39
$652K 1.14%
+11,738
40
$646K 1.13%
21,377
+6,898
41
$635K 1.11%
+27,295
42
$633K 1.11%
24,485
+5,913
43
$627K 1.09%
+10,071
44
$624K 1.09%
12,760
+1,565
45
$622K 1.09%
14,384
-241
46
$605K 1.06%
+14,382
47
$595K 1.04%
24,341
-2,155
48
$591K 1.03%
12,274
-3,080
49
$588K 1.03%
+12,166
50
$568K 0.99%
12,234
+716
1
2
3 4