SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.88M
3
+$1.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.49M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 16.01%
2 Healthcare 11.54%
3 Energy 9.51%
4 Technology 7.83%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.18M 4.87%
+71,088
2
$1.88M 4.2%
+36,163
3
$1.66M 3.7%
+16,110
4
$1.49M 3.32%
+12,589
5
$1.49M 3.32%
+37,639
6
$1.44M 3.21%
+16,481
7
$1.38M 3.09%
+23,195
8
$1.32M 2.94%
+39,666
9
$1.12M 2.51%
+121,340
10
$932K 2.08%
+10,388
11
$911K 2.04%
+13,297
12
$899K 2.01%
+12,919
13
$895K 2%
+21,160
14
$879K 1.96%
+20,663
15
$861K 1.92%
+11,810
16
$828K 1.85%
+15,354
17
$785K 1.75%
+12,282
18
$772K 1.73%
+26,496
19
$759K 1.7%
+5,350
20
$755K 1.69%
+16,239
21
$738K 1.65%
+14,701
22
$717K 1.6%
+11,055
23
$704K 1.57%
+10,382
24
$703K 1.57%
+22,392
25
$675K 1.51%
+14,625
1
2 3