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
526
$126K 0.01%
+4,466
527
$122K 0.01%
+12,500
528
$115K 0.01%
+921
529
$99.2K 0.01%
16,343
-1,095
530
$97K 0.01%
+10,000
531
$74K 0.01%
+17,551
532
$54.9K 0.01%
+10,131
533
$46.2K ﹤0.01%
+500
534
$31.5K ﹤0.01%
+2,143
535
$21.6K ﹤0.01%
+72,039
536
$16.7K ﹤0.01%
+26,016
537
$11.5K ﹤0.01%
+94
538
$8.05K ﹤0.01%
+18,600
539
$7.7K ﹤0.01%
+27,248
540
$5.88K ﹤0.01%
+32,695
541
$5.61K ﹤0.01%
+11,779
542
$5.6K ﹤0.01%
+10,000
543
$5.2K ﹤0.01%
20,000
-45,100
544
$4.05K ﹤0.01%
+12,261
545
$3.98K ﹤0.01%
+11,543
546
$3.8K ﹤0.01%
+10,000
547
$1.94K ﹤0.01%
+12,500
548
– –
-21,832
549
– –
-10,000
550
– –
-17,578
20 21
22
23 24