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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.4M 0.25%
54,803
+29,763
77
$1.34M 0.24%
19,354
-6,894
78
$1.34M 0.24%
12,920
-980
79
$1.33M 0.24%
+34,393
80
$1.33M 0.24%
5,950
-1,170
81
$1.33M 0.24%
8,994
+185
82
$1.33M 0.24%
34,521
+2,938
83
$1.3M 0.23%
38,874
+279
84
$1.27M 0.23%
78,544
+8
85
$1.27M 0.23%
4,316
-367
86
$1.27M 0.23%
11,159
+523
87
$1.24M 0.22%
8,569
+1,089
88
$1.23M 0.22%
24,079
+684
89
$1.22M 0.22%
9,266
+398
90
$1.21M 0.22%
11,841
+643
91
$1.21M 0.22%
18,979
-840
92
$1.2M 0.22%
+21,174
93
$1.17M 0.21%
57,905
+38,542
94
$1.16M 0.21%
3,128
-137
95
$1.15M 0.21%
4,627
-200
96
$1.14M 0.2%
12,804
+124
97
$1.12M 0.2%
7,918
+527
98
$1.11M 0.2%
17,384
+562
99
$1.11M 0.2%
10,720
+400
100
$1.1M 0.2%
30,193
+1,370
2 3
4
5 6