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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.23%
60,515
+1,751
77
$1.41M 0.23%
28,240
+1,282
78
$1.4M 0.23%
28,071
+6,400
79
$1.39M 0.23%
48,052
+1,399
80
$1.29M 0.21%
19,556
-1,060
81
$1.28M 0.21%
19,728
-1,635
82
$1.27M 0.21%
+49,669
83
$1.25M 0.2%
30,159
-975
84
$1.25M 0.2%
+39,643
85
$1.2M 0.2%
5,822
+571
86
$1.18M 0.19%
16,855
+3,385
87
$1.15M 0.19%
36,881
+6,387
88
$1.12M 0.18%
38,416
+2,909
89
$1.1M 0.18%
18,753
-11,533
90
$1.1M 0.18%
25,393
-1,078
91
$1.1M 0.18%
51,145
+11,632
92
$1.1M 0.18%
+21,917
93
$1.09M 0.18%
21,197
+2,328
94
$1.08M 0.18%
9,695
+4,632
95
$1.07M 0.18%
13,534
+525
96
$1.05M 0.17%
54,070
-11,328
97
$1.05M 0.17%
14,529
+2,415
98
$1.04M 0.17%
43,621
+7,760
99
$1.04M 0.17%
11,934
-2,345
100
$1.04M 0.17%
22,162
-3,507
2 3
4
5 6