SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
926
-5
927
-149,850
928
-143,100
929
-15,289
930
-225,800
931
-10,000
932
-11,266
933
-222,200
934
-12,500
935
-49,900
936
-142,915
937
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938
-14,565
939
-48,399
940
-65,157
941
-198,166
942
-20,199
943
-35,100
944
-112,500
945
-123,088
946
-209,900
947
-16,234
948
-17,700
949
-21,900
950
-24,338