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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 0.78%
19,219
+406
27
$5.13M 0.74%
85,492
-59,061
28
$5.05M 0.73%
81,833
+1,383
29
$4.73M 0.68%
98,554
+83,504
30
$4.72M 0.68%
38,047
-34
31
$4.54M 0.65%
68,739
+2,373
32
$4.5M 0.65%
+101,004
33
$4.47M 0.64%
29,080
+489
34
$4.29M 0.62%
80,174
-5,569
35
$4.24M 0.61%
36,490
+2,903
36
$4.22M 0.61%
31,130
+80
37
$4.2M 0.6%
62,894
+4,139
38
$3.93M 0.57%
144,408
+23,383
39
$3.78M 0.54%
11,161
+589
40
$3.54M 0.51%
157,133
-13,094
41
$3.42M 0.49%
208,711
+21,099
42
$3.28M 0.47%
148,428
+137,978
43
$3.17M 0.46%
49,169
-2,734
44
$3.11M 0.45%
120,000
45
$2.98M 0.43%
143,930
-3,590
46
$2.95M 0.42%
16,153
+899
47
$2.94M 0.42%
32,932
+3,503
48
$2.88M 0.41%
142,601
+27,762
49
$2.83M 0.41%
59,604
+11,988
50
$2.78M 0.4%
12,708
-351
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