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
601
$299K 0.02%
+11,688
602
$299K 0.02%
+5,542
603
$297K 0.02%
+4,266
604
$297K 0.02%
+10,844
605
$297K 0.02%
+10,626
606
$296K 0.02%
+5,703
607
$295K 0.02%
6,172
608
$293K 0.02%
5,424
-3,977
609
$293K 0.02%
9,996
+7
610
$293K 0.02%
6,140
+5,049
611
$292K 0.02%
+13,677
612
$292K 0.02%
+30,055
613
$292K 0.02%
10,600
+77
614
$290K 0.02%
5,065
-450
615
$290K 0.02%
2,424
-786
616
$289K 0.02%
+5,541
617
$287K 0.02%
4,910
+599
618
$286K 0.02%
+13,189
619
$285K 0.02%
1,418
+4
620
$285K 0.02%
1,055
+109
621
$284K 0.02%
1,374
+152
622
$284K 0.02%
+7,711
623
$283K 0.02%
4,006
+145
624
$282K 0.02%
+27,990
625
$282K 0.02%
5,425
-27
23 24
25
26 27