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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$480K 0.29%
5,613
-208
102
$478K 0.28%
5,145
-40
103
$473K 0.28%
+10,857
104
$469K 0.28%
4,216
+2,297
105
$464K 0.28%
3,202
+183
106
$463K 0.28%
+1,619
107
$462K 0.28%
9,241
-6,871
108
$452K 0.27%
7,243
+37
109
$445K 0.26%
+42,600
110
$437K 0.26%
16,318
-94,816
111
$433K 0.26%
1,124
+167
112
$431K 0.26%
+10,952
113
$428K 0.25%
+3,328
114
$427K 0.25%
+15,106
115
$423K 0.25%
3,825
-3,605
116
$411K 0.24%
10,986
+3,703
117
$407K 0.24%
+1,663
118
$406K 0.24%
2,618
-648
119
$404K 0.24%
+9,215
120
$403K 0.24%
6,628
+485
121
$401K 0.24%
7,187
+214
122
$400K 0.24%
2,539
-2
123
$393K 0.23%
+1,141
124
$391K 0.23%
2,372
+607
125
$388K 0.23%
2,788
-5,980
3 4
5
6 7