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
$57.3M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.23M
3
+$1.09M
4
NVS icon
Novartis
NVS
+$963K
5
CCI icon
Crown Castle
CCI
+$953K

Top Sells

1
+$755K
2
+$507K
3
+$411K
4
STX icon
Seagate
STX
+$404K
5
PGX icon
Invesco Preferred ETF
PGX
+$345K

Sector Composition

1 Communication Services 13.45%
2 Healthcare 12.45%
3 Technology 8.92%
4 Energy 7.79%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.99%
14,022
-122
52
$564K 0.98%
18,377
-822
53
$556K 0.97%
+17,990
54
$554K 0.97%
13,618
+505
55
$520K 0.91%
10,561
+202
56
$513K 0.9%
13,105
-1,526
57
$446K 0.78%
19,321
+2,303
58
$445K 0.78%
11,062
59
$378K 0.66%
11,492
-106
60
$373K 0.65%
13,637
-830
61
$367K 0.64%
16,592
+805
62
$361K 0.63%
15,612
+738
63
$352K 0.61%
21,339
+916
64
$348K 0.61%
+13,145
65
$341K 0.6%
+11,055
66
$330K 0.58%
11,723
-5,351
67
$319K 0.56%
11,089
-1,910
68
$312K 0.54%
+11,937
69
$302K 0.53%
4,191
-363
70
$290K 0.51%
23,907
+2,331
71
$283K 0.49%
+11,643
72
$276K 0.48%
55,356
+2,364
73
$275K 0.48%
29,250
74
$273K 0.48%
11,237
-1,492
75
$256K 0.45%
+13,504
1 2
3
4