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
126
$1.23M 0.18%
25,409
+2,933
127
$1.22M 0.18%
28,655
+3,288
128
$1.21M 0.17%
30,733
+57
129
$1.21M 0.17%
8,015
-767
130
$1.2M 0.17%
111,851
-9,853
131
$1.2M 0.17%
8,637
-616
132
$1.2M 0.17%
12,059
+2,118
133
$1.2M 0.17%
58,310
-2,526
134
$1.19M 0.17%
8,977
+637
135
$1.18M 0.17%
6,496
-295
136
$1.17M 0.17%
19,526
+1,052
137
$1.16M 0.17%
52,236
-581
138
$1.15M 0.17%
54,694
+339
139
$1.11M 0.16%
54,640
+4,778
140
$1.1M 0.16%
17,171
-1,254
141
$1.1M 0.16%
13,426
+3,194
142
$1.1M 0.16%
13,397
+2,043
143
$1.09M 0.16%
35,788
-3,023
144
$1.08M 0.16%
58,488
+3,544
145
$1.05M 0.15%
46,911
+9,600
146
$1.05M 0.15%
17,783
+364
147
$1.05M 0.15%
24,321
-3,260
148
$1.04M 0.15%
39,923
+260
149
$1.03M 0.15%
21,350
-1,310
150
$1.03M 0.15%
4,617
+913
4 5
6
7 8