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
101
$1.1M 0.2%
3,418
-161
102
$1.07M 0.19%
10,553
-319
103
$1.06M 0.19%
77,247
-2,376
104
$1.04M 0.19%
6,146
+1,168
105
$1.04M 0.19%
4,098
-2,170
106
$1.03M 0.19%
7,950
+1,139
107
$1.03M 0.19%
12,877
-990
108
$1.03M 0.18%
7,577
-1,401
109
$1.02M 0.18%
53,070
+20
110
$1.01M 0.18%
+19,744
111
$1M 0.18%
13,749
-2,587
112
$1M 0.18%
18,810
+10,561
113
$990K 0.18%
10,143
-1,323
114
$989K 0.18%
52,849
+2
115
$980K 0.18%
37,862
+6,328
116
$976K 0.18%
2,769
-183
117
$976K 0.18%
20,216
+383
118
$970K 0.17%
15,235
-364
119
$969K 0.17%
6,860
-95
120
$967K 0.17%
20,860
+2,340
121
$960K 0.17%
+3,426
122
$953K 0.17%
19,400
+2,146
123
$941K 0.17%
24,060
+16,346
124
$935K 0.17%
3,852
+245
125
$935K 0.17%
17,110
+180
3 4
5
6 7