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
476
$234K 0.02%
+3,788
477
$234K 0.02%
9,584
-2,322
478
$232K 0.02%
3,065
+592
479
$232K 0.02%
13,059
+1,371
480
$231K 0.02%
2,994
-2,252
481
$231K 0.02%
3,979
-15
482
$230K 0.02%
+2,220
483
$230K 0.02%
5,039
-44
484
$227K 0.02%
3,432
-526
485
$227K 0.02%
2,428
-350
486
$227K 0.02%
+6,545
487
$226K 0.02%
1,165
-60
488
$225K 0.02%
1,756
+52
489
$224K 0.02%
+2,059
490
$222K 0.02%
+15,000
491
$222K 0.02%
+1,202
492
$220K 0.02%
2,613
-864
493
$219K 0.02%
7,443
-133
494
$218K 0.02%
+3,875
495
$217K 0.02%
+27,527
496
$216K 0.02%
+2,696
497
$216K 0.02%
+22,061
498
$215K 0.02%
1,730
-44
499
$214K 0.02%
2,886
+4
500
$213K 0.02%
+639
18 19
20
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