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
501
$213K 0.02%
+21,952
502
$210K 0.02%
+4,035
503
$207K 0.02%
2,615
+25
504
$206K 0.02%
+308
505
$206K 0.02%
+8,105
506
$205K 0.02%
2,455
-1,147
507
$204K 0.02%
23,300
+400
508
$204K 0.02%
3,783
509
$204K 0.02%
+2,814
510
$204K 0.02%
1,777
+49
511
$200K 0.02%
+9,959
512
$198K 0.02%
+20,000
513
$196K 0.02%
+20,000
514
$183K 0.02%
+18,757
515
$173K 0.02%
+13,097
516
$172K 0.02%
+17,569
517
$169K 0.02%
+17,400
518
$169K 0.02%
10,085
519
$153K 0.01%
+15,693
520
$151K 0.01%
+15,400
521
$144K 0.01%
248,650
+84,400
522
$136K 0.01%
+15,000
523
$134K 0.01%
+12,172
524
$131K 0.01%
16,003
+2,503
525
$129K 0.01%
+52,046
19 20
21
22 23