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
151
$2.36M 0.13%
+59,015
152
$2.35M 0.13%
+20,811
153
$2.34M 0.13%
+123,214
154
$2.31M 0.13%
6,798
-76
155
$2.29M 0.13%
+14,918
156
$2.27M 0.12%
8,091
+3,094
157
$2.27M 0.12%
31,602
+22,282
158
$2.23M 0.12%
+130,280
159
$2.22M 0.12%
+28,353
160
$2.16M 0.12%
8,905
+3,908
161
$2.13M 0.12%
+140,403
162
$2.13M 0.12%
9,475
+2,070
163
$2.1M 0.12%
+17,121
164
$2.09M 0.11%
+39,575
165
$2.04M 0.11%
15,081
+2,326
166
$2.03M 0.11%
+67,356
167
$2.03M 0.11%
+76,396
168
$2M 0.11%
5,821
-48
169
$1.99M 0.11%
+44,025
170
$1.98M 0.11%
+16,401
171
$1.95M 0.11%
+67,861
172
$1.94M 0.11%
+80,234
173
$1.93M 0.11%
+40,519
174
$1.92M 0.11%
+51,176
175
$1.9M 0.1%
+77,271
5 6
7
8 9