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
751
$197K 0.01%
+20,000
752
$197K 0.01%
+19,467
753
$194K 0.01%
+24,700
754
$193K 0.01%
+11,779
755
$189K 0.01%
+25,303
756
$188K 0.01%
+14,631
757
$187K 0.01%
+14,596
758
$181K 0.01%
+13,419
759
$180K 0.01%
+17,851
760
$173K 0.01%
+15,000
761
$172K 0.01%
+10,717
762
$162K 0.01%
+15,000
763
$153K 0.01%
+13,635
764
$151K 0.01%
+10,331
765
$147K 0.01%
+13,497
766
$145K 0.01%
+11,847
767
$143K 0.01%
+25,186
768
$141K 0.01%
+13,358
769
$139K 0.01%
+12,929
770
$129K 0.01%
+11,000
771
$127K 0.01%
+11,280
772
$127K 0.01%
+12,607
773
$123K 0.01%
+15,160
774
$101K 0.01%
+13,289
775
$99.3K 0.01%
+10,000
29 30
31
32 33