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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.77%
1,778
+245
27
$1.35M 0.72%
9,511
+1,176
28
$1.34M 0.72%
7,675
+2,451
29
$1.32M 0.71%
5,033
+45
30
$1.26M 0.67%
1,052
-51
31
$1.24M 0.66%
7,674
+260
32
$1.19M 0.63%
4,567
+196
33
$1.18M 0.63%
7,989
+1,074
34
$1.14M 0.61%
5,243
+802
35
$1.14M 0.61%
4,558
-218
36
$1.11M 0.59%
4,619
+279
37
$1.1M 0.59%
1,850
+116
38
$1.1M 0.59%
901
+108
39
$1.1M 0.59%
4,531
+62
40
$1.1M 0.59%
6,242
+712
41
$1.04M 0.55%
+9,568
42
$930K 0.5%
1,752
+198
43
$895K 0.48%
9,794
+3,827
44
$887K 0.47%
8,482
+596
45
$865K 0.46%
3,318
-849
46
$852K 0.45%
1,749
-250
47
$840K 0.45%
7,635
-508
48
$830K 0.44%
5,051
-87
49
$829K 0.44%
9,453
-161
50
$828K 0.44%
7,479
+268
1
2
3 4 5