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
$611M
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$8.89M
3
+$6.64M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Top Sells

1
+$54M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
CCL icon
Carnival Corp
CCL
+$12.9M

Sector Composition

1 Energy 1.18%
2 Financials 1.09%
3 Industrials 0.65%
4 Consumer Discretionary 0.33%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$402K 0.07%
12,757
+1,641
202
$401K 0.07%
11,754
+1,785
203
$400K 0.07%
2,951
-532
204
$397K 0.06%
9,897
-12,894
205
$395K 0.06%
3,832
+2,055
206
$393K 0.06%
+40,022
207
$392K 0.06%
3,949
+124
208
$390K 0.06%
1,195
-846
209
$389K 0.06%
+39,215
210
$387K 0.06%
7,718
-249
211
$384K 0.06%
4,757
+1,452
212
$378K 0.06%
5,130
+1,060
213
$374K 0.06%
2,741
+1,229
214
$371K 0.06%
+11,202
215
$367K 0.06%
2,452
+658
216
$367K 0.06%
+5,899
217
$362K 0.06%
14,976
-3,044
218
$362K 0.06%
9,488
-2,697
219
$361K 0.06%
7,287
-1,796
220
$361K 0.06%
2,093
+96
221
$360K 0.06%
+6,257
222
$357K 0.06%
5,902
+193
223
$351K 0.06%
7,854
-15,870
224
$346K 0.06%
3,836
+1,408
225
$345K 0.06%
4,196
+513
7 8
9
10 11