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StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
-1.37%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$1.24B
AUM Growth
+$376M
Cap. Flow
+$409M
Cap. Flow %
32.91%
Top 10 Hldgs %
28.02%
Holding
736
New
159
Increased
272
Reduced
167
Closed
115

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.32%
2 Technology 6.53%
3 Consumer Discretionary 5.31%
4 Energy 4.19%
5 Financials 3.53%

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StoneX Group's Q1 2022 Portfolio in Review

As of Q1 2022, StoneX Group held 736 positions worth $1.24B, up 43% from $868M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

StoneX Group deployed $409M of net new capital in Q1 2022, opening 159 new positions and adding to 272 existing holdings. Its largest new stake was iShares Core S&P US Value ETF: 608,938 shares worth $46.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, down from 74% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $8.69M trimmed.

  • StoneX Group's largest Q1 2022 buy was iShares Core S&P US Value ETF: 608,938 shares worth $46.2M.
  • StoneX Group added most to iShares 0-1 Year Treasury Bond ETF in Q1 2022, an estimated $54.4M increase.
  • StoneX Group's biggest Q1 2022 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $8.69M.
  • StoneX Group fully exited Prudential in Q1 2022, selling an estimated $13.5M.
  • StoneX Group's ten largest holdings make up 28% of its $1.24B portfolio in Q1 2022.
  • StoneX Group opened 159 new positions and closed 115 in Q1 2022.
  • StoneX Group's portfolio value rose 43% quarter-over-quarter to $1.24B.

Based on StoneX Group's 13F filing for Q1 2022, filed 11 May 2022.