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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.73%
27,641
-653
27
$3.95M 0.71%
+146,837
28
$3.95M 0.71%
60,311
+6,674
29
$3.64M 0.65%
+56,316
30
$3.33M 0.6%
10,050
+981
31
$3.25M 0.58%
28,044
+4,069
32
$3.05M 0.55%
27,600
+220
33
$2.75M 0.49%
15,556
+14,125
34
$2.67M 0.48%
12,067
-1,382
35
$2.59M 0.47%
73,642
+50,094
36
$2.57M 0.46%
28,991
+1,120
37
$2.46M 0.44%
11,034
+2,856
38
$2.42M 0.44%
15,930
+471
39
$2.33M 0.42%
10,259
-1,283
40
$2.31M 0.42%
14,083
+288
41
$2.05M 0.37%
45,180
-261
42
$2.04M 0.37%
6,666
-13
43
$1.98M 0.36%
21,612
+7,670
44
$1.97M 0.35%
28,489
+788
45
$1.88M 0.34%
141,160
+5,320
46
$1.84M 0.33%
+25,273
47
$1.83M 0.33%
16,949
+948
48
$1.8M 0.32%
27,667
-2,461
49
$1.79M 0.32%
3,438
+71
50
$1.78M 0.32%
+30,246
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