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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.48%
3,972
+1,128
52
$795K 0.47%
5,376
-3,583
53
$792K 0.47%
+7,227
54
$771K 0.46%
2,698
+528
55
$732K 0.44%
9,605
+564
56
$727K 0.43%
3,246
+946
57
$716K 0.43%
6,872
+1,216
58
$715K 0.43%
+8,684
59
$706K 0.42%
1,706
+20
60
$694K 0.41%
6,896
+3,015
61
$680K 0.4%
6,187
+3,224
62
$669K 0.4%
3,595
+403
63
$660K 0.39%
+9,608
64
$655K 0.39%
15,974
+518
65
$653K 0.39%
2,163
+137
66
$643K 0.38%
2,876
-400
67
$642K 0.38%
5,172
+547
68
$636K 0.38%
6,989
+1,687
69
$628K 0.37%
4,287
+265
70
$625K 0.37%
6,596
+8
71
$613K 0.36%
4,629
+2,453
72
$610K 0.36%
+11,237
73
$610K 0.36%
6,687
+566
74
$602K 0.36%
2,836
-2,286
75
$602K 0.36%
4,896
+511
1 2
3
4 5