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
576
$329K 0.02%
+8,842
577
$327K 0.02%
1,088
+11
578
$326K 0.02%
+23,975
579
$325K 0.02%
6,481
+333
580
$323K 0.02%
7,402
-84
581
$323K 0.02%
965
+193
582
$321K 0.02%
1,958
-49
583
$318K 0.02%
+5,227
584
$318K 0.02%
8,210
+1,110
585
$315K 0.02%
2,026
+80
586
$314K 0.02%
6,420
587
$313K 0.02%
9,755
+107
588
$312K 0.02%
+4,215
589
$312K 0.02%
743
+65
590
$312K 0.02%
1,908
+14
591
$311K 0.02%
+8,905
592
$311K 0.02%
6,090
593
$310K 0.02%
2,223
+846
594
$308K 0.02%
5,962
-336
595
$307K 0.02%
1,899
-49
596
$307K 0.02%
+8,528
597
$304K 0.02%
7,337
-1,675
598
$303K 0.02%
+3,076
599
$303K 0.02%
+18,747
600
$302K 0.02%
4,213
22 23
24
25 26