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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.1%
46,453
+548
177
$1.06M 0.1%
21,430
+4,571
178
$1.06M 0.1%
11,673
-507
179
$1.04M 0.1%
13,470
+77
180
$1.04M 0.1%
+18,028
181
$1.04M 0.1%
19,516
+6,276
182
$1.03M 0.1%
22,791
+3,498
183
$1.02M 0.1%
41,976
-244
184
$1.02M 0.1%
763
-10
185
$1.01M 0.1%
20,359
-59,846
186
$987K 0.09%
1,671
+465
187
$985K 0.09%
+30,502
188
$984K 0.09%
+41,678
189
$982K 0.09%
26,227
+1,326
190
$979K 0.09%
10,290
+1,879
191
$976K 0.09%
18,218
+2,475
192
$966K 0.09%
23,439
+498
193
$965K 0.09%
13,127
-3,307
194
$961K 0.09%
39,513
+1,887
195
$958K 0.09%
34,265
-1,380
196
$941K 0.09%
17,890
-1,308
197
$920K 0.09%
10,526
+1,243
198
$919K 0.09%
12,114
+8,814
199
$917K 0.09%
26,976
-230
200
$914K 0.09%
14,485
-3
6 7
8
9 10