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
676
$252K 0.01%
+2,990
677
$251K 0.01%
1,899
-248
678
$250K 0.01%
+12,400
679
$250K 0.01%
+3,194
680
$249K 0.01%
+10,378
681
$249K 0.01%
+19,940
682
$247K 0.01%
+2,445
683
$246K 0.01%
+5,389
684
$246K 0.01%
1,723
+395
685
$246K 0.01%
2,903
+141
686
$245K 0.01%
+3,175
687
$245K 0.01%
+100,500
688
$245K 0.01%
+5,222
689
$244K 0.01%
+6,247
690
$243K 0.01%
+4,696
691
$242K 0.01%
+6,137
692
$239K 0.01%
+16,636
693
$239K 0.01%
+24,492
694
$237K 0.01%
+13,727
695
$236K 0.01%
+3,088
696
$236K 0.01%
+23,916
697
$236K 0.01%
2,011
-198
698
$235K 0.01%
+9,954
699
$233K 0.01%
993
+21
700
$232K 0.01%
7,100
-270
26 27
28
29 30