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
126
$2.87M 0.16%
+13,514
127
$2.84M 0.16%
+70,661
128
$2.82M 0.16%
3,169
+1,085
129
$2.78M 0.15%
+63,546
130
$2.75M 0.15%
+57,440
131
$2.69M 0.15%
+50,690
132
$2.67M 0.15%
6,267
-547
133
$2.64M 0.15%
4,252
+2,794
134
$2.64M 0.14%
+19,468
135
$2.62M 0.14%
+232,553
136
$2.61M 0.14%
7,810
+1,234
137
$2.59M 0.14%
+76,442
138
$2.56M 0.14%
10,546
-516
139
$2.54M 0.14%
11,574
+3,215
140
$2.49M 0.14%
+213,862
141
$2.48M 0.14%
+90,469
142
$2.48M 0.14%
+8,551
143
$2.47M 0.14%
27,379
+21,221
144
$2.46M 0.14%
+29,981
145
$2.44M 0.13%
+33,687
146
$2.44M 0.13%
+56,129
147
$2.42M 0.13%
+19,212
148
$2.42M 0.13%
+40,251
149
$2.42M 0.13%
+28,334
150
$2.4M 0.13%
+51,459
4 5
6
7 8