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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.26%
9,202
+1,339
77
$2.74M 0.26%
37,834
+2,771
78
$2.72M 0.26%
54,597
+6,129
79
$2.68M 0.25%
138,311
-15,193
80
$2.66M 0.25%
17,381
+2,175
81
$2.65M 0.25%
40,358
-81,071
82
$2.65M 0.25%
47,516
+5,927
83
$2.52M 0.24%
18,707
+14,754
84
$2.44M 0.23%
4,232
+645
85
$2.43M 0.23%
35,930
+3,950
86
$2.42M 0.23%
12,894
-7,090
87
$2.41M 0.23%
126,724
-15,484
88
$2.41M 0.23%
21,964
+3,301
89
$2.39M 0.23%
28,933
+2,715
90
$2.39M 0.23%
31,982
+920
91
$2.38M 0.23%
17,351
+6,345
92
$2.35M 0.22%
11,449
+440
93
$2.33M 0.22%
21,531
+1,905
94
$2.3M 0.22%
16,440
+6,560
95
$2.29M 0.22%
10,679
+269
96
$2.28M 0.22%
15,450
+4,296
97
$2.28M 0.22%
18,303
+2,187
98
$2.26M 0.21%
48,046
+12,337
99
$2.14M 0.2%
57,004
-6,930
100
$2.13M 0.2%
12,743
+1,726
2 3
4
5 6