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
626
$281K 0.02%
6,112
-60
627
$280K 0.02%
+4,005
628
$280K 0.02%
3,146
+968
629
$279K 0.02%
7,699
-949
630
$278K 0.02%
+11,168
631
$278K 0.02%
3,677
+8
632
$278K 0.02%
+13,646
633
$277K 0.02%
+3,191
634
$276K 0.02%
3,160
-1,036
635
$275K 0.02%
+34,999
636
$275K 0.02%
+25,013
637
$273K 0.02%
+13,471
638
$273K 0.02%
+9,237
639
$273K 0.02%
+5,274
640
$270K 0.01%
+9,745
641
$270K 0.01%
670
+14
642
$269K 0.01%
+3,084
643
$268K 0.01%
8,384
-570
644
$267K 0.01%
11,768
+104
645
$267K 0.01%
+1,901
646
$266K 0.01%
2,044
+2
647
$264K 0.01%
+1,417
648
$264K 0.01%
+9,177
649
$264K 0.01%
+12,887
650
$263K 0.01%
+11,002
24 25
26
27 28