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
726
$218K 0.01%
+1,055
727
$217K 0.01%
313
-11
728
$217K 0.01%
2,268
+18
729
$215K 0.01%
1,729
-117
730
$213K 0.01%
+2,509
731
$213K 0.01%
+23,861
732
$213K 0.01%
+3,929
733
$212K 0.01%
+20,504
734
$210K 0.01%
+6,912
735
$209K 0.01%
+5,306
736
$209K 0.01%
+10,000
737
$209K 0.01%
2,267
+173
738
$208K 0.01%
+2,364
739
$207K 0.01%
+18,200
740
$206K 0.01%
8,849
-1,213
741
$204K 0.01%
+11,014
742
$204K 0.01%
+10,020
743
$204K 0.01%
+7,167
744
$204K 0.01%
+7,956
745
$204K 0.01%
+10,100
746
$203K 0.01%
3,237
-123
747
$201K 0.01%
4,860
-1,010
748
$201K 0.01%
+8,488
749
$201K 0.01%
2,501
-183
750
$200K 0.01%
+2,219
28 29
30
31 32