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
551
$357K 0.02%
9,168
-32
552
$355K 0.02%
+17,702
553
$354K 0.02%
+4,373
554
$351K 0.02%
2,366
+14
555
$351K 0.02%
1,682
+155
556
$351K 0.02%
+14,285
557
$351K 0.02%
+14,267
558
$351K 0.02%
1,927
+381
559
$350K 0.02%
+11,762
560
$349K 0.02%
+8,253
561
$348K 0.02%
+18,431
562
$348K 0.02%
1,949
+13
563
$346K 0.02%
3,772
-2,630
564
$344K 0.02%
5,334
+36
565
$344K 0.02%
+13,453
566
$344K 0.02%
5,539
+233
567
$343K 0.02%
+12,417
568
$342K 0.02%
1,236
+364
569
$342K 0.02%
+14,295
570
$341K 0.02%
+596
571
$338K 0.02%
+33,766
572
$337K 0.02%
2,444
+664
573
$336K 0.02%
4,901
+471
574
$332K 0.02%
+1,539
575
$332K 0.02%
2,866
-932
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