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
126
$384K 0.23%
1,735
-341
127
$380K 0.23%
13,070
+10
128
$378K 0.23%
2,026
+195
129
$378K 0.23%
2,826
+1,173
130
$376K 0.22%
3,768
+245
131
$375K 0.22%
+9,170
132
$375K 0.22%
+4,781
133
$372K 0.22%
3,917
+295
134
$367K 0.22%
3,956
+113
135
$365K 0.22%
+7,760
136
$365K 0.22%
790
-604
137
$364K 0.22%
3,427
+9
138
$363K 0.22%
6,765
-417
139
$359K 0.21%
2,157
+664
140
$358K 0.21%
+35,000
141
$354K 0.21%
8,383
-696
142
$353K 0.21%
4,634
-584
143
$353K 0.21%
4,616
-1,296
144
$349K 0.21%
6,403
-1,003
145
$348K 0.21%
+4,964
146
$348K 0.21%
+482
147
$348K 0.21%
2,692
-134
148
$346K 0.21%
3,083
-972
149
$343K 0.2%
+2,530
150
$343K 0.2%
+2,373
4 5
6
7 8