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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 6.11%
566,864
-272,385
2
$26.8M 4.82%
73,640
+8,863
3
$24.5M 4.39%
61,498
+22,111
4
$17.8M 3.2%
152,572
+21,537
5
$16.1M 2.88%
141,098
+96,493
6
$12.6M 2.27%
95,019
+10,444
7
$12.2M 2.19%
99,691
+832
8
$11.7M 2.11%
54,835
+6,658
9
$11.5M 2.07%
82,102
+64,185
10
$10.5M 1.88%
201,160
+20,905
11
$10.2M 1.83%
84,830
+34,669
12
$10.1M 1.82%
93,374
+8,461
13
$8.49M 1.52%
83,950
+8,952
14
$8.32M 1.49%
98,223
+7,344
15
$8.03M 1.44%
51,880
-920
16
$6.62M 1.19%
174,409
+25,533
17
$6.25M 1.12%
28,219
+14,561
18
$5.87M 1.05%
99,593
+10,642
19
$5.79M 1.04%
22,516
+749
20
$5.36M 0.96%
+996,202
21
$4.9M 0.88%
38,380
-48
22
$4.74M 0.85%
73,650
+65,022
23
$4.62M 0.83%
11,630
+1,083
24
$4.48M 0.8%
21,659
+967
25
$4.21M 0.76%
17,872
-795
1
2 3 4 5