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
151
$342K 0.2%
3,419
+717
152
$342K 0.2%
1,432
+74
153
$341K 0.2%
+764
154
$341K 0.2%
+1,179
155
$331K 0.2%
5,015
-16
156
$331K 0.2%
2,504
-2,372
157
$329K 0.2%
+5,947
158
$329K 0.2%
6,862
+85
159
$329K 0.2%
+31,599
160
$328K 0.2%
+9,942
161
$326K 0.19%
+1,702
162
$324K 0.19%
6,010
-5,691
163
$324K 0.19%
+477
164
$324K 0.19%
6,419
-105
165
$323K 0.19%
+12,543
166
$321K 0.19%
+9,248
167
$318K 0.19%
8,511
+169
168
$313K 0.19%
2,735
+403
169
$308K 0.18%
6,089
-2,347
170
$307K 0.18%
6,072
-483
171
$307K 0.18%
1,163
+3
172
$306K 0.18%
4,399
+586
173
$304K 0.18%
964
+59
174
$303K 0.18%
+2,384
175
$302K 0.18%
+3,546
5 6
7
8 9