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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.72%
6,664
+563
27
$2.09M 0.67%
207,240
-3,397
28
$2.05M 0.66%
17,697
+2,409
29
$2.01M 0.65%
16,757
+1,770
30
$1.94M 0.63%
41,652
+7,038
31
$1.9M 0.61%
29,857
+3,084
32
$1.89M 0.61%
12,659
+1,443
33
$1.88M 0.61%
32,548
-27,068
34
$1.83M 0.59%
11,234
+203
35
$1.76M 0.57%
130,280
+80
36
$1.72M 0.55%
3,431
+138
37
$1.69M 0.54%
3,596
-941
38
$1.66M 0.54%
5,991
+825
39
$1.54M 0.5%
9,994
-623
40
$1.51M 0.49%
16,189
+9,907
41
$1.49M 0.48%
18,989
+527
42
$1.47M 0.47%
10,699
-763
43
$1.45M 0.47%
15,095
-75
44
$1.41M 0.46%
25,909
+2,877
45
$1.39M 0.45%
10,004
-3,498
46
$1.37M 0.44%
63,491
+168
47
$1.34M 0.43%
15,260
+1,493
48
$1.29M 0.42%
21,742
-1,057
49
$1.28M 0.41%
25,346
-1,714
50
$1.21M 0.39%
4,620
-1,496
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