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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.97M 0.55%
+16,960
27
$9.85M 0.54%
+175,856
28
$9.67M 0.53%
+57,684
29
$9.05M 0.5%
+70,379
30
$8.65M 0.48%
+48,698
31
$8.59M 0.47%
+22,091
32
$8.46M 0.46%
+78,642
33
$8.45M 0.46%
+23,286
34
$8.37M 0.46%
+44,229
35
$8.32M 0.46%
+42,464
36
$8.28M 0.45%
+138,479
37
$8.25M 0.45%
+143,111
38
$8.2M 0.45%
+64,258
39
$8.09M 0.44%
+34,914
40
$7.97M 0.44%
+96,766
41
$7.88M 0.43%
41,282
+38,814
42
$7.71M 0.42%
84,800
+76,418
43
$7.69M 0.42%
24,328
+15,031
44
$7.66M 0.42%
+18,975
45
$7.47M 0.41%
+172,743
46
$7.19M 0.4%
+49,673
47
$7.18M 0.39%
+148,574
48
$7.16M 0.39%
+80,983
49
$7.05M 0.39%
+293,216
50
$6.94M 0.38%
11,852
+3,698
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