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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 4.07%
40,939
+19,148
2
$11.8M 3.81%
35,221
+1,370
3
$11.3M 3.64%
188,462
-36,821
4
$10.8M 3.47%
93,038
+11,722
5
$7.45M 2.4%
47,320
+2,200
6
$7.25M 2.34%
82,221
+8,741
7
$6.17M 1.99%
166,495
+22,395
8
$5.58M 1.79%
68,886
+10,255
9
$5.52M 1.78%
78,614
+5,644
10
$4.77M 1.54%
151,598
+3,084
11
$4.71M 1.52%
20,681
+656
12
$4.35M 1.4%
82,784
+5,636
13
$4.31M 1.39%
36,534
+7,157
14
$4.15M 1.34%
26,985
+17,265
15
$3.88M 1.25%
42,149
+6,375
16
$3.82M 1.23%
38,428
17
$3.72M 1.2%
28,766
+1,244
18
$3.65M 1.17%
31,275
+16,841
19
$3.46M 1.11%
16,464
+663
20
$3.45M 1.11%
20,271
+2,574
21
$3.06M 0.99%
29,051
+17,724
22
$2.77M 0.89%
27,070
+1,670
23
$2.59M 0.83%
49,742
+3,455
24
$2.27M 0.73%
8,152
+589
25
$2.26M 0.73%
12,819
+189
1
2 3 4 5