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
201
$1.59M 0.09%
9,514
+2,503
202
$1.58M 0.09%
+19,563
203
$1.58M 0.09%
+14,513
204
$1.57M 0.09%
+47,641
205
$1.55M 0.09%
+47,976
206
$1.52M 0.08%
+15,976
207
$1.52M 0.08%
9,320
+670
208
$1.48M 0.08%
9,061
+2,233
209
$1.47M 0.08%
+19,239
210
$1.47M 0.08%
+20,348
211
$1.46M 0.08%
13,671
+7,174
212
$1.46M 0.08%
6,465
+316
213
$1.42M 0.08%
+29,206
214
$1.42M 0.08%
+15,272
215
$1.4M 0.08%
+21,614
216
$1.39M 0.08%
7,874
+4,266
217
$1.39M 0.08%
2,216
+379
218
$1.39M 0.08%
5,039
+1,227
219
$1.39M 0.08%
+36,871
220
$1.38M 0.08%
+28,599
221
$1.38M 0.08%
+66,103
222
$1.37M 0.08%
+41,998
223
$1.37M 0.08%
+42,048
224
$1.36M 0.07%
+13,584
225
$1.35M 0.07%
+10,676
7 8
9
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