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
526
$391K 0.02%
7,888
+645
527
$389K 0.02%
+3,209
528
$388K 0.02%
+4,196
529
$384K 0.02%
+4,724
530
$384K 0.02%
3,214
-541
531
$381K 0.02%
1,497
-202
532
$381K 0.02%
+4,116
533
$379K 0.02%
+4,824
534
$377K 0.02%
777
+53
535
$377K 0.02%
5,553
-2,110
536
$375K 0.02%
+10,131
537
$374K 0.02%
1,101
-20
538
$373K 0.02%
+14,365
539
$372K 0.02%
+12,463
540
$372K 0.02%
+8,251
541
$371K 0.02%
+17,077
542
$368K 0.02%
4,864
+49
543
$367K 0.02%
877
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544
$366K 0.02%
4,517
+106
545
$365K 0.02%
+4,993
546
$363K 0.02%
1,281
+119
547
$363K 0.02%
1,884
-727
548
$361K 0.02%
+12,890
549
$361K 0.02%
+3,121
550
$360K 0.02%
975
+31
20 21
22
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