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
176
$651K 0.12%
14,100
-10,000
177
$647K 0.12%
13,517
-1,936
178
$640K 0.12%
11,826
+160
179
$636K 0.11%
9,939
+859
180
$636K 0.11%
12,227
+1,872
181
$633K 0.11%
10,833
-368
182
$631K 0.11%
12,136
+1,503
183
$629K 0.11%
16,778
+4,621
184
$629K 0.11%
+7,668
185
$625K 0.11%
9,918
-156
186
$618K 0.11%
2,544
+836
187
$612K 0.11%
3,825
+778
188
$611K 0.11%
17,000
189
$609K 0.11%
11,138
-1,185
190
$608K 0.11%
13,899
+3,380
191
$606K 0.11%
15,505
-941
192
$605K 0.11%
34,183
+2
193
$600K 0.11%
6,809
-557
194
$593K 0.11%
18,011
+3,443
195
$581K 0.1%
23,386
-12,377
196
$577K 0.1%
4,886
+40
197
$575K 0.1%
4,718
-869
198
$572K 0.1%
5,921
+890
199
$567K 0.1%
+14,425
200
$565K 0.1%
5,930
+3,108
6 7
8
9 10