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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.62%
13,799
+5,631
27
$1.03M 0.61%
9,328
-14
28
$977K 0.58%
4,513
+7
29
$972K 0.58%
819
+43
30
$970K 0.58%
5,074
+887
31
$963K 0.57%
4,827
-313
32
$953K 0.57%
9,870
+53
33
$952K 0.57%
5,750
+1,387
34
$941K 0.56%
3,937
+31
35
$940K 0.56%
9,286
+3,829
36
$924K 0.55%
4,516
+82
37
$914K 0.54%
4,318
-1,986
38
$910K 0.54%
9,828
+1,428
39
$910K 0.54%
7,408
+1,722
40
$902K 0.54%
1,564
+234
41
$872K 0.52%
4,266
+1,104
42
$869K 0.52%
5,725
+537
43
$863K 0.51%
8,531
+3,855
44
$824K 0.49%
8,160
+2,164
45
$814K 0.48%
8,327
+3,275
46
$814K 0.48%
8,688
+448
47
$811K 0.48%
8,281
+223
48
$810K 0.48%
9,298
+485
49
$810K 0.48%
6,544
-176
50
$805K 0.48%
9,306
+163
1
2
3 4 5