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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.32%
6,955
+319
52
$1.75M 0.31%
19,204
+2,465
53
$1.73M 0.31%
90,811
+33,859
54
$1.66M 0.3%
8,971
+496
55
$1.65M 0.3%
166,309
-30,498
56
$1.65M 0.3%
3,464
-186
57
$1.62M 0.29%
12,241
+2,898
58
$1.61M 0.29%
21,617
-100
59
$1.59M 0.29%
11,777
+764
60
$1.59M 0.29%
+24,955
61
$1.59M 0.29%
+50,841
62
$1.59M 0.29%
27,364
+2,147
63
$1.59M 0.29%
26,178
+1,137
64
$1.55M 0.28%
14,833
+6,123
65
$1.55M 0.28%
67,867
+236
66
$1.55M 0.28%
8,479
-334
67
$1.54M 0.28%
+29,642
68
$1.52M 0.27%
15,422
+9,500
69
$1.52M 0.27%
29,334
+1,883
70
$1.49M 0.27%
15,603
-3,115
71
$1.49M 0.27%
23,921
+1,913
72
$1.46M 0.26%
20,736
+7,792
73
$1.43M 0.26%
35,297
+322
74
$1.43M 0.26%
4,739
+140
75
$1.42M 0.26%
62,593
+2,563
1 2
3
4 5