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
76
$5.04M 0.28%
+19,098
77
$4.99M 0.27%
+37,883
78
$4.91M 0.27%
+23,354
79
$4.89M 0.27%
+40,242
80
$4.81M 0.26%
+18,460
81
$4.71M 0.26%
+21,313
82
$4.62M 0.25%
+27,298
83
$4.45M 0.24%
+75,191
84
$4.3M 0.24%
+46,420
85
$4.28M 0.24%
+349,060
86
$4.27M 0.23%
+34,456
87
$4.22M 0.23%
8,694
+2,249
88
$4.2M 0.23%
+37,427
89
$4.18M 0.23%
+30,369
90
$4.12M 0.23%
+32,759
91
$4.09M 0.22%
+18,533
92
$4.07M 0.22%
+67,407
93
$4.03M 0.22%
+163,451
94
$4.03M 0.22%
7,958
+1,294
95
$3.91M 0.22%
+3,818
96
$3.87M 0.21%
+318,163
97
$3.83M 0.21%
+18,010
98
$3.73M 0.2%
+49,243
99
$3.66M 0.2%
+75,738
100
$3.59M 0.2%
+31,187
2 3
4
5 6