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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$825K 0.44%
8,596
+1,532
52
$816K 0.44%
7,593
-1,794
53
$813K 0.43%
2,665
+507
54
$813K 0.43%
17,113
+2,085
55
$801K 0.43%
9,863
+2,932
56
$799K 0.43%
4,597
-400
57
$798K 0.43%
6,382
-628
58
$787K 0.42%
6,787
-649
59
$776K 0.41%
8,174
+1,552
60
$762K 0.41%
+75,102
61
$741K 0.4%
3,017
-390
62
$716K 0.38%
4,861
+387
63
$711K 0.38%
2,795
+309
64
$703K 0.38%
4,212
+313
65
$696K 0.37%
1,982
-347
66
$689K 0.37%
+8,703
67
$689K 0.37%
+11,345
68
$668K 0.36%
2,852
-234
69
$659K 0.35%
+65,361
70
$658K 0.35%
6,912
+6
71
$649K 0.35%
3,806
+101
72
$648K 0.35%
5,282
+1,804
73
$637K 0.34%
4,321
+585
74
$631K 0.34%
1,303
-552
75
$628K 0.34%
6,483
-1,634
1 2
3
4 5