We are live on ! Find out more
SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.91M
3
+$6.08M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.08M
5
NVO
Novo Nordisk
NVO
+$4.04M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.61M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.97%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-211,400
502
– –
-4,946
503
– –
-1,092
504
– –
-1,149
505
– –
-6,282
506
– –
-7
507
– –
-16,797
508
– –
-4,186
509
– –
-19,998
510
– –
-36,467
511
– –
-11,361
512
– –
-5,925
513
– –
-5,776
514
– –
-685
515
– –
-3,789
516
– –
-2,180
517
– –
-3,990
518
– –
-2,095
519
– –
-19,202
520
– –
-1,987
521
– –
-27
522
– –
-5,680
17 18 19 20
21