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
826
$4.38K ﹤0.01%
+21,926
827
$4.3K ﹤0.01%
107,535
+97,243
828
$4.27K ﹤0.01%
928
-529
829
$3.87K ﹤0.01%
21,470
-33,324
830
$3.75K ﹤0.01%
+647
831
$3.71K ﹤0.01%
30,910
-162,690
832
$3.38K ﹤0.01%
+283,865
833
$3.37K ﹤0.01%
+29,315
834
$3.2K ﹤0.01%
+20,000
835
$2.87K ﹤0.01%
+31,845
836
$2.7K ﹤0.01%
+20,000
837
$2.63K ﹤0.01%
+75,000
838
$2.54K ﹤0.01%
+18,000
839
$2.4K ﹤0.01%
+20,000
840
$2.31K ﹤0.01%
+11,550
841
$2.26K ﹤0.01%
+255
842
$2.25K ﹤0.01%
+10,000
843
$2.11K ﹤0.01%
+440
844
$1.91K ﹤0.01%
+278
845
$1.91K ﹤0.01%
+38,381
846
$1.53K ﹤0.01%
+10,900
847
$1.4K ﹤0.01%
+14,000
848
$1.25K ﹤0.01%
+25,000
849
$846 ﹤0.01%
+28,100
850
$803 ﹤0.01%
+35,537
32 33
34
35 36