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
151
$1.02M 0.15%
18,739
-40
152
$1.01M 0.15%
38,062
+707
153
$1.01M 0.14%
6,916
+228
154
$1.01M 0.14%
+5,659
155
$996K 0.14%
68,966
-2,064
156
$988K 0.14%
19,674
-1,619
157
$966K 0.14%
19,166
+99
158
$963K 0.14%
11,346
-1,080
159
$960K 0.14%
3,982
-108
160
$945K 0.14%
7,117
-1,068
161
$945K 0.14%
65,184
+34,286
162
$944K 0.14%
17,242
+68
163
$942K 0.14%
17,810
+735
164
$941K 0.14%
32,851
+115
165
$938K 0.13%
22,046
+1,729
166
$934K 0.13%
12,712
-3,386
167
$929K 0.13%
14,803
+2,083
168
$920K 0.13%
10,520
+1,814
169
$911K 0.13%
21,467
+803
170
$909K 0.13%
11,651
+782
171
$905K 0.13%
10,985
+2,644
172
$893K 0.13%
7,100
-563
173
$891K 0.13%
4,393
-454
174
$890K 0.13%
8,638
+2,490
175
$878K 0.13%
11,583
-327
5 6
7
8 9