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
$214M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.62M
3
+$1.49M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.18M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.11M

Top Sells

1
+$2.47M
2
+$1.97M
3
+$862K
4
RENE
Cartesian Growth Corp II
RENE
+$847K
5
DYCQU
DT Cloud Acquisition Corp Unit
DYCQU
+$834K

Sector Composition

1 Technology 14.72%
2 Healthcare 8.12%
3 Industrials 7.76%
4 Financials 6.54%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.41%
8,003
+4,393
52
$882K 0.41%
2,420
+800
53
$879K 0.41%
9,205
-60
54
$875K 0.41%
4,498
-803
55
$870K 0.41%
2,828
+522
56
$856K 0.4%
6,060
+754
57
$836K 0.39%
8,003
-2,095
58
$825K 0.39%
5,189
-1,013
59
$820K 0.38%
9,349
+1,092
60
$820K 0.38%
1,042
+146
61
$819K 0.38%
+8,018
62
$808K 0.38%
7,562
+276
63
$799K 0.37%
+76,000
64
$794K 0.37%
+79,618
65
$787K 0.37%
1,362
+10
66
$766K 0.36%
6,824
+3,893
67
$763K 0.36%
6,934
+1,757
68
$752K 0.35%
+7,023
69
$743K 0.35%
6,368
-423
70
$742K 0.35%
7,684
+764
71
$737K 0.34%
3,072
72
$723K 0.34%
10,119
+393
73
$720K 0.34%
6,038
+646
74
$702K 0.33%
6,996
-48
75
$679K 0.32%
2,999
-103
1 2
3
4 5