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
$57.3M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.23M
3
+$1.09M
4
NVS icon
Novartis
NVS
+$963K
5
CCI icon
Crown Castle
CCI
+$953K

Top Sells

1
+$755K
2
+$507K
3
+$411K
4
STX icon
Seagate
STX
+$404K
5
PGX icon
Invesco Preferred ETF
PGX
+$345K

Sector Composition

1 Communication Services 13.45%
2 Healthcare 12.45%
3 Technology 8.92%
4 Energy 7.79%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.67M 4.67%
83,276
+12,188
2
$2.26M 3.94%
42,256
+6,093
3
$1.72M 3%
14,585
-1,525
4
$1.55M 2.71%
161,570
+40,230
5
$1.49M 2.59%
16,466
-15
6
$1.42M 2.47%
38,026
+387
7
$1.36M 2.37%
+46,952
8
$1.34M 2.34%
38,752
-914
9
$1.32M 2.31%
11,485
-1,104
10
$1.23M 2.15%
+10,138
11
$1.17M 2.04%
20,804
-2,391
12
$1.09M 1.9%
+10,475
13
$1.06M 1.86%
25,657
+4,497
14
$1M 1.75%
15,407
+2,110
15
$996K 1.74%
6,576
+1,226
16
$983K 1.72%
13,795
+1,985
17
$963K 1.68%
+14,747
18
$953K 1.66%
+10,985
19
$943K 1.65%
20,864
+8,333
20
$925K 1.62%
11,005
+617
21
$915K 1.6%
+10,561
22
$842K 1.47%
+10,670
23
$800K 1.4%
12,882
+1,995
24
$795K 1.39%
18,523
-2,140
25
$773K 1.35%
12,513
+231
1
2 3 4