SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
501
$433K 0.02%
+20,260
502
$431K 0.02%
9,040
-441
503
$430K 0.02%
+24,297
504
$428K 0.02%
+3,468
505
$428K 0.02%
2,580
+255
506
$427K 0.02%
+14,868
507
$426K 0.02%
9,810
-474
508
$425K 0.02%
8,417
-907
509
$425K 0.02%
6,659
-1,848
510
$424K 0.02%
+7,640
511
$424K 0.02%
+5,002
512
$423K 0.02%
3,038
-1,833
513
$422K 0.02%
+18,150
514
$422K 0.02%
+11,323
515
$422K 0.02%
7,247
-152
516
$420K 0.02%
4,975
+1,457
517
$418K 0.02%
+2,571
518
$407K 0.02%
4,408
-2,134
519
$406K 0.02%
+14,492
520
$399K 0.02%
6,444
+271
521
$399K 0.02%
+14,780
522
$395K 0.02%
9,208
+3,667
523
$393K 0.02%
+39,693
524
$392K 0.02%
3,957
+658
525
$392K 0.02%
2,145
-495
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