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
$696M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$6.65M
3
+$5.87M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
NVO icon
Novo Nordisk
NVO
+$4.01M

Top Sells

1
+$11.7M
2
+$7.29M
3
+$3.54M
4
RELX icon
RELX
RELX
+$2.86M
5
CAT icon
Caterpillar
CAT
+$2.41M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.68%
3 Consumer Discretionary 3.2%
4 Communication Services 2.89%
5 Financials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.21%
37,998
+1,690
102
$1.47M 0.21%
40,694
+4,146
103
$1.45M 0.21%
4,948
+228
104
$1.44M 0.21%
53,392
-6,477
105
$1.43M 0.21%
34,112
+276
106
$1.41M 0.2%
+43,303
107
$1.41M 0.2%
11,460
+388
108
$1.4M 0.2%
24,355
+961
109
$1.36M 0.2%
13,548
+6,709
110
$1.36M 0.2%
19,509
-2,029
111
$1.36M 0.2%
10,200
-680
112
$1.35M 0.19%
25,331
+872
113
$1.34M 0.19%
10,001
-1,791
114
$1.33M 0.19%
15,025
+455
115
$1.33M 0.19%
25,045
-2,720
116
$1.32M 0.19%
+27,595
117
$1.32M 0.19%
5,056
+422
118
$1.31M 0.19%
25,773
+772
119
$1.3M 0.19%
11,565
-110
120
$1.29M 0.19%
5,597
-446
121
$1.27M 0.18%
3,260
-220
122
$1.26M 0.18%
4,649
+693
123
$1.26M 0.18%
11,797
+1,842
124
$1.24M 0.18%
5,275
+381
125
$1.24M 0.18%
37,682
-578
3 4
5
6 7