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
$44.7M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.05K
2
+$4.2K
3
+$3.24K
4
TWTR
Twitter, Inc.
TWTR
+$2.22K
5
WFT
Weatherford International plc
WFT
+$2.18K

Top Sells

1
+$1.34M
2
+$1.32M
3
+$1.09M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$915K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$795K

Sector Composition

1 Communication Services 15.63%
2 Healthcare 12.84%
3 Energy 9.93%
4 Technology 9.84%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$680K 1.52%
11,267
-66
27
$661K 1.48%
10,552
-1
28
$658K 1.47%
22,634
+208
29
$652K 1.46%
16,675
-62
30
$650K 1.45%
21,516
+139
31
$645K 1.44%
11,584
-161
32
$642K 1.44%
11,571
-167
33
$633K 1.42%
24,485
34
$632K 1.41%
27,168
-127
35
$586K 1.31%
12,108
-58
36
$585K 1.31%
23,956
-385
37
$583K 1.3%
12,118
-156
38
$573K 1.28%
13,619
-763
39
$564K 1.26%
12,154
-80
40
$558K 1.25%
13,810
-212
41
$552K 1.23%
17,871
-119
42
$511K 1.14%
10,390
-171
43
$460K 1.03%
3,038
-3,538
44
$378K 0.85%
11,492
45
$360K 0.81%
13,184
-453
46
$360K 0.81%
16,271
-321
47
$345K 0.77%
13,036
-109
48
$335K 0.75%
10,860
-195
49
$326K 0.73%
19,748
-1,591
50
$316K 0.71%
10,984
-105
1
2
3 4