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
151
$800K 0.14%
36,747
+1,989
152
$798K 0.14%
2,225
+284
153
$796K 0.14%
12,435
-868
154
$792K 0.14%
7,887
+745
155
$770K 0.14%
+1,835
156
$751K 0.13%
12,912
+1,297
157
$746K 0.13%
2,019
-66
158
$743K 0.13%
7,986
-1,033
159
$739K 0.13%
13,686
-14,329
160
$736K 0.13%
+31,294
161
$735K 0.13%
3,472
-62
162
$731K 0.13%
17,981
-65
163
$731K 0.13%
7,704
-406
164
$729K 0.13%
3,144
+125
165
$713K 0.13%
+13,512
166
$689K 0.12%
9,558
-5,195
167
$686K 0.12%
239,900
+38,500
168
$684K 0.12%
15,721
+1,329
169
$682K 0.12%
23,541
+716
170
$679K 0.12%
18,568
171
$670K 0.12%
49,950
+250
172
$667K 0.12%
10,641
+325
173
$661K 0.12%
2,550
+163
174
$659K 0.12%
12,414
-255
175
$657K 0.12%
7,407
-4,018
5 6
7
8 9