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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.79M 0.37%
7,411
+1,324
52
$6.73M 0.37%
+113,752
53
$6.63M 0.36%
75,522
-17,954
54
$6.63M 0.36%
+106,355
55
$6.62M 0.36%
+73,133
56
$6.43M 0.35%
+22,190
57
$6.31M 0.35%
+33,119
58
$6.23M 0.34%
+43,061
59
$6.22M 0.34%
+25,674
60
$6.21M 0.34%
+225,575
61
$6.16M 0.34%
7,985
+1,504
62
$6.14M 0.34%
+118,462
63
$6.02M 0.33%
+34,895
64
$5.99M 0.33%
+186,758
65
$5.96M 0.33%
+59,584
66
$5.95M 0.33%
+33,008
67
$5.91M 0.32%
+141,363
68
$5.87M 0.32%
+38,355
69
$5.85M 0.32%
11,111
+4,682
70
$5.82M 0.32%
+25,028
71
$5.67M 0.31%
+12,519
72
$5.53M 0.3%
+44,228
73
$5.45M 0.3%
+75,753
74
$5.31M 0.29%
+121,681
75
$5.28M 0.29%
+52,585
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3
4 5