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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.4%
54,672
-1,114
52
$2.71M 0.39%
107,075
+16,121
53
$2.69M 0.39%
27,290
+3,472
54
$2.67M 0.38%
+38,043
55
$2.67M 0.38%
11,146
+558
56
$2.63M 0.38%
10,173
-789
57
$2.59M 0.37%
22,288
+1,127
58
$2.59M 0.37%
26,324
+1,080
59
$2.55M 0.37%
15,579
-877
60
$2.54M 0.36%
48,948
+21,856
61
$2.41M 0.35%
66,408
-2,604
62
$2.41M 0.35%
14,902
-444
63
$2.38M 0.34%
21,455
-222
64
$2.37M 0.34%
7,227
+607
65
$2.35M 0.34%
7,373
+1,155
66
$2.32M 0.33%
9,432
+81
67
$2.26M 0.32%
30,824
+1,784
68
$2.05M 0.29%
3,361
-141
69
$2.04M 0.29%
+52,500
70
$2.01M 0.29%
43,314
-1,302
71
$1.98M 0.28%
18,319
-52
72
$1.97M 0.28%
40,883
+16,702
73
$1.94M 0.28%
4,024
+122
74
$1.94M 0.28%
77,348
+34,396
75
$1.92M 0.28%
27,054
+3,195
1 2
3
4 5