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
176
$1.89M 0.1%
11,365
+5,633
177
$1.87M 0.1%
7,364
+5,784
178
$1.87M 0.1%
+32,527
179
$1.86M 0.1%
+94,738
180
$1.84M 0.1%
103,942
+6,686
181
$1.84M 0.1%
+26,148
182
$1.82M 0.1%
+24,306
183
$1.79M 0.1%
+64,132
184
$1.77M 0.1%
+40,095
185
$1.76M 0.1%
+15,335
186
$1.75M 0.1%
9,799
+4,386
187
$1.73M 0.1%
+16,072
188
$1.73M 0.1%
+55,280
189
$1.73M 0.1%
+150,000
190
$1.72M 0.09%
3,310
+512
191
$1.71M 0.09%
+50,216
192
$1.7M 0.09%
+22,543
193
$1.7M 0.09%
+71,061
194
$1.7M 0.09%
+25,654
195
$1.68M 0.09%
+46,337
196
$1.65M 0.09%
+30,426
197
$1.63M 0.09%
8,635
+874
198
$1.62M 0.09%
3,646
+1,093
199
$1.62M 0.09%
15,168
+3,479
200
$1.6M 0.09%
4,603
-184
6 7
8
9 10