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
$44.7M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.05K
2
+$4.2K
3
+$3.24K
4
TWTR
Twitter, Inc.
TWTR
+$2.22K
5
WFT
Weatherford International plc
WFT
+$2.18K

Top Sells

1
+$1.34M
2
+$1.32M
3
+$1.09M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$915K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$795K

Sector Composition

1 Communication Services 15.63%
2 Healthcare 12.84%
3 Energy 9.93%
4 Technology 9.84%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.65M 5.93%
82,558
-718
2
$2.19M 4.9%
41,016
-1,240
3
$1.71M 3.82%
14,501
-84
4
$1.49M 3.34%
155,640
-5,930
5
$1.48M 3.3%
16,365
-101
6
$1.4M 3.13%
37,565
-461
7
$1.36M 3.03%
46,812
-140
8
$1.34M 2.99%
19,375
-19,377
9
$1.23M 2.76%
10,122
-16
10
$1.15M 2.58%
20,525
-279
11
$1.06M 2.36%
25,463
-194
12
$999K 2.23%
15,329
-78
13
$977K 2.19%
13,719
-76
14
$954K 2.13%
14,611
-136
15
$953K 2.13%
10,984
-1
16
$938K 2.1%
20,740
-124
17
$923K 2.06%
10,971
-34
18
$836K 1.87%
10,591
-79
19
$794K 1.78%
12,780
-102
20
$770K 1.72%
12,459
-54
21
$738K 1.65%
10,908
-65
22
$717K 1.6%
12,554
-130
23
$702K 1.57%
14,514
-1
24
$698K 1.56%
12,231
-44
25
$689K 1.54%
11,744
+19
1
2 3 4