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
126
$922K 0.17%
14,798
-5,282
127
$917K 0.16%
4,822
-267
128
$916K 0.16%
17,344
-25
129
$914K 0.16%
36,692
+1,208
130
$911K 0.16%
+23,994
131
$908K 0.16%
30,976
+1,714
132
$904K 0.16%
7,095
+99
133
$889K 0.16%
24,530
+3,006
134
$885K 0.16%
11,761
+1,099
135
$880K 0.16%
18,255
+1,215
136
$876K 0.16%
4,688
+38
137
$874K 0.16%
+27,948
138
$869K 0.16%
3,879
-229
139
$867K 0.16%
6,905
+8
140
$858K 0.15%
11,571
+473
141
$853K 0.15%
24,123
+6,072
142
$852K 0.15%
8,332
+1,636
143
$850K 0.15%
11,201
+502
144
$848K 0.15%
4,001
+8
145
$840K 0.15%
4,055
-259
146
$824K 0.15%
14,970
+144
147
$823K 0.15%
21,262
+33
148
$820K 0.15%
14,690
+320
149
$809K 0.15%
+15,872
150
$805K 0.14%
28,924
+19,276
4 5
6
7 8