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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.33%
21,725
+1,078
52
$3.48M 0.33%
76,078
+4,294
53
$3.45M 0.33%
53,413
+50,068
54
$3.42M 0.32%
15,425
+9,879
55
$3.35M 0.32%
20,245
+1,256
56
$3.35M 0.32%
68,410
+832
57
$3.32M 0.31%
32,903
+4,473
58
$3.3M 0.31%
20,335
-1,878
59
$3.29M 0.31%
43,100
+30,261
60
$3.2M 0.3%
18,067
+996
61
$3.19M 0.3%
127,287
+7,374
62
$3.18M 0.3%
178,008
+121,297
63
$3.15M 0.3%
6,183
+2,184
64
$3.15M 0.3%
136,490
-4,534
65
$3.13M 0.3%
27,057
+19,876
66
$3.12M 0.3%
22,914
+2,409
67
$3.03M 0.29%
37,048
+6,142
68
$3.01M 0.28%
+99,154
69
$2.96M 0.28%
136,763
-16,254
70
$2.95M 0.28%
+63,500
71
$2.91M 0.28%
+66,183
72
$2.89M 0.27%
40,950
-8,451
73
$2.79M 0.26%
22,015
+1,671
74
$2.77M 0.26%
27,358
-1,928
75
$2.76M 0.26%
19,880
+3,860
1 2
3
4 5