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
126
$1.55M 0.15%
65,398
-14,902
127
$1.48M 0.14%
31,134
+19,974
128
$1.48M 0.14%
20,616
+414
129
$1.47M 0.14%
14,279
-78,780
130
$1.47M 0.14%
23,005
+5,602
131
$1.43M 0.13%
21,363
-2,439
132
$1.4M 0.13%
6,299
+1,352
133
$1.39M 0.13%
16,729
+1,098
134
$1.37M 0.13%
3,111
+500
135
$1.36M 0.13%
13,032
-2,432
136
$1.34M 0.13%
5,251
+222
137
$1.34M 0.13%
+10,100
138
$1.33M 0.13%
26,471
-2,558
139
$1.31M 0.12%
13,009
+810
140
$1.3M 0.12%
65,132
+50,351
141
$1.29M 0.12%
23,724
+5,161
142
$1.28M 0.12%
35,507
+4,575
143
$1.28M 0.12%
33,118
-2,281
144
$1.28M 0.12%
20,516
+3,483
145
$1.27M 0.12%
25,669
-2,908
146
$1.26M 0.12%
26,953
+7,209
147
$1.26M 0.12%
+6,024
148
$1.25M 0.12%
30,606
-2,235
149
$1.24M 0.12%
33,979
-3,879
150
$1.23M 0.12%
6,103
+1,220
4 5
6
7 8