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
201
$910K 0.09%
29,047
+22,324
202
$902K 0.09%
23,527
+13,686
203
$900K 0.09%
+12,565
204
$899K 0.09%
62,043
-330
205
$894K 0.08%
2,051
+176
206
$893K 0.08%
35,861
-5,856
207
$893K 0.08%
47,207
+6,413
208
$890K 0.08%
6,948
+910
209
$872K 0.08%
7,209
-815
210
$863K 0.08%
22,927
-1,701
211
$861K 0.08%
1,127
+137
212
$850K 0.08%
2,041
+58
213
$845K 0.08%
7,903
+2
214
$845K 0.08%
10,816
-3,036
215
$838K 0.08%
3,220
+876
216
$837K 0.08%
+8,957
217
$829K 0.08%
21,456
-1,745
218
$828K 0.08%
16,531
219
$827K 0.08%
6,350
+3,867
220
$817K 0.08%
+16,418
221
$815K 0.08%
10,587
-500
222
$815K 0.08%
68,561
-37,642
223
$813K 0.08%
2,973
+978
224
$803K 0.08%
20,085
+3
225
$800K 0.08%
11,506
-39
7 8
9
10 11