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
651
$263K 0.01%
+5,239
652
$262K 0.01%
+2,385
653
$259K 0.01%
+1,470
654
$256K 0.01%
+11,131
655
$256K 0.01%
+5,227
656
$256K 0.01%
1,127
+64
657
$256K 0.01%
+4,026
658
$255K 0.01%
2,956
+708
659
$255K 0.01%
2,575
-320
660
$255K 0.01%
+4,480
661
$255K 0.01%
25,000
-15,000
662
$254K 0.01%
2,330
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663
$254K 0.01%
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664
$254K 0.01%
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665
$254K 0.01%
+10,596
666
$254K 0.01%
269
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667
$254K 0.01%
4,877
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668
$253K 0.01%
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$253K 0.01%
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670
$252K 0.01%
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671
$252K 0.01%
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672
$252K 0.01%
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673
$252K 0.01%
1,919
-63
674
$252K 0.01%
+4,350
675
$252K 0.01%
2,810
+5
25 26
27
28 29