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
476
$485K 0.03%
8,171
-855
477
$483K 0.03%
+31,176
478
$483K 0.03%
+20,737
479
$481K 0.03%
7,973
+492
480
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+15,219
481
$476K 0.03%
+15,426
482
$474K 0.03%
+52,075
483
$470K 0.03%
+14,755
484
$470K 0.03%
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485
$468K 0.03%
998
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486
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487
$465K 0.03%
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488
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+14,078
489
$453K 0.02%
4,512
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490
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1,512
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491
$452K 0.02%
11,238
+3,319
492
$451K 0.02%
9,485
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494
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495
$442K 0.02%
23,899
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496
$441K 0.02%
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497
$440K 0.02%
+5,717
498
$438K 0.02%
+30,200
499
$437K 0.02%
10,677
+115
500
$433K 0.02%
+23,940