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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.29K ﹤0.01%
+600
477
$5.97K ﹤0.01%
+59,746
478
$5.82K ﹤0.01%
+12,500
479
– –
0
480
$5.33K ﹤0.01%
+15,100
481
$4.75K ﹤0.01%
+167
482
$4.46K ﹤0.01%
+11,685
483
– –
0
484
– –
0
485
$4.4K ﹤0.01%
+1
486
$4.35K ﹤0.01%
+15,000
487
$4.11K ﹤0.01%
+36,620
488
$3.75K ﹤0.01%
+1,000
489
$3.72K ﹤0.01%
+12
490
$3.62K ﹤0.01%
+300
491
$3.51K ﹤0.01%
+539
492
$3.25K ﹤0.01%
+15,000
493
$3.15K ﹤0.01%
+1,071
494
$2.95K ﹤0.01%
+150
495
– –
0
496
$2.87K ﹤0.01%
+75
497
$2.86K ﹤0.01%
+20
498
$2.75K ﹤0.01%
+655
499
$2.24K ﹤0.01%
+25,549
500
$2.17K ﹤0.01%
+300
18 19
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