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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.39%
32,938
+2,774
52
$1.17M 0.38%
19,470
-960
53
$1.17M 0.38%
35,991
+3,357
54
$1.17M 0.38%
15,505
+2,123
55
$1.17M 0.38%
4,592
+322
56
$1.17M 0.38%
21,515
-221
57
$1.14M 0.37%
13,570
-258
58
$1.14M 0.37%
78,984
+2,056
59
$1.13M 0.36%
21,705
-4,377
60
$1.1M 0.35%
21,270
-132
61
$1.09M 0.35%
43,093
+5,557
62
$1.09M 0.35%
32,909
+3,913
63
$1.08M 0.35%
15,829
-48
64
$1.07M 0.35%
8,656
+44
65
$1.07M 0.35%
10,536
+3,865
66
$1.06M 0.34%
26,965
+2,949
67
$1.02M 0.33%
4,814
-102
68
$1.01M 0.32%
16,708
+779
69
$1M 0.32%
32,042
-366
70
$992K 0.32%
13,500
+240
71
$992K 0.32%
4,477
+117
72
$990K 0.32%
8,884
+1,008
73
$989K 0.32%
8,506
+911
74
$983K 0.32%
22,448
+3,098
75
$981K 0.32%
29,139
-3,207
1 2
3
4 5