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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 0.77%
34,131
-142
27
$7.54M 0.71%
26,223
+2,127
28
$7.43M 0.7%
+139,155
29
$7.21M 0.68%
452,539
+431,995
30
$7.16M 0.68%
31,467
-1,537
31
$5.86M 0.55%
214,910
+53,850
32
$5.85M 0.55%
347,046
+65,706
33
$5.56M 0.53%
83,555
+53,247
34
$5.42M 0.51%
+200,000
35
$5.28M 0.5%
26,943
+23,519
36
$5.16M 0.49%
105,057
+23,448
37
$5.02M 0.47%
90,329
+4,409
38
$5.01M 0.47%
37,639
-45
39
$5M 0.47%
78,569
+5,090
40
$4.85M 0.46%
29,884
-331
41
$4.72M 0.45%
184,894
+163,663
42
$4.65M 0.44%
78,015
-18,518
43
$4.45M 0.42%
40,614
+3,041
44
$4.41M 0.42%
+45,825
45
$4.1M 0.39%
11,800
-312
46
$4.05M 0.38%
61,047
-9,749
47
$4.01M 0.38%
73,085
+16,331
48
$4M 0.38%
+100,000
49
$3.86M 0.36%
10,937
+3,113
50
$3.7M 0.35%
+35,185
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2
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