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
101
$3.56M 0.2%
+70,678
102
$3.54M 0.19%
+82,282
103
$3.53M 0.19%
+81,349
104
$3.45M 0.19%
+22,488
105
$3.4M 0.19%
+44,817
106
$3.38M 0.19%
+148,624
107
$3.37M 0.19%
+18,278
108
$3.36M 0.18%
+44,941
109
$3.31M 0.18%
+13,408
110
$3.3M 0.18%
36,215
+30,159
111
$3.23M 0.18%
+15,292
112
$3.22M 0.18%
+51,775
113
$3.15M 0.17%
+195,569
114
$3.09M 0.17%
+61,541
115
$3.06M 0.17%
+49,886
116
$3.04M 0.17%
+59,705
117
$3.02M 0.17%
+35,310
118
$3.02M 0.17%
+29,948
119
$3M 0.16%
+71,737
120
$2.97M 0.16%
+150,091
121
$2.97M 0.16%
+108,790
122
$2.92M 0.16%
+51,250
123
$2.91M 0.16%
+30,056
124
$2.89M 0.16%
+91,998
125
$2.87M 0.16%
+58,588
3 4
5
6 7