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
101
$2.1M 0.2%
19,701
-2,521
102
$2.09M 0.2%
41,036
+3,230
103
$2.03M 0.19%
+10,291
104
$2M 0.19%
31,720
-220
105
$1.98M 0.19%
38,244
+3,536
106
$1.98M 0.19%
34,960
+10,645
107
$1.97M 0.19%
+27,994
108
$1.91M 0.18%
6,665
+906
109
$1.88M 0.18%
8,282
+165
110
$1.87M 0.18%
7,734
+3,498
111
$1.87M 0.18%
78,566
+4,927
112
$1.85M 0.18%
22,249
+1,161
113
$1.85M 0.18%
24,266
-25,204
114
$1.82M 0.17%
46,091
+11,202
115
$1.81M 0.17%
21,823
+3,652
116
$1.8M 0.17%
40,397
+311
117
$1.79M 0.17%
+30,286
118
$1.74M 0.16%
52,807
+25,221
119
$1.6M 0.15%
46,653
+2,728
120
$1.59M 0.15%
6,379
+5,526
121
$1.59M 0.15%
6,421
+586
122
$1.58M 0.15%
4,207
+392
123
$1.56M 0.15%
58,764
+12,724
124
$1.55M 0.15%
+11,773
125
$1.55M 0.15%
26,958
-306
3 4
5
6 7