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
$177M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.31M
3
+$1.61M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.45M
5
DIS icon
Walt Disney
DIS
+$1.09M

Top Sells

1
+$5.05M
2
+$1.27M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
DUK icon
Duke Energy
DUK
+$953K

Sector Composition

1 Technology 9.77%
2 Industrials 7.67%
3 Healthcare 7.39%
4 Financials 6.79%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 6.16%
29,549
+8,943
2
$7.58M 4.27%
100,977
+7,147
3
$4.25M 2.4%
+64,000
4
$2.79M 1.57%
5,942
+286
5
$2.77M 1.56%
8,040
+514
6
$2.7M 1.52%
5,015
-58
7
$2.53M 1.43%
29,220
-6,200
8
$2.36M 1.33%
7,902
-307
9
$2.34M 1.32%
4,871
+42
10
$2.32M 1.31%
14,254
+8,878
11
$1.98M 1.12%
4,304
+160
12
$1.81M 1.02%
6,832
-559
13
$1.68M 0.95%
7,073
+38
14
$1.61M 0.91%
+9,493
15
$1.56M 0.88%
5,445
+1,127
16
$1.49M 0.84%
8,362
+535
17
$1.48M 0.84%
33,640
-190
18
$1.47M 0.83%
6,492
+281
19
$1.38M 0.78%
86,152
-3,058
20
$1.33M 0.75%
27,006
+16,149
21
$1.31M 0.74%
6,703
+3,750
22
$1.24M 0.7%
1,079
+113
23
$1.22M 0.69%
3,099
-79
24
$1.18M 0.67%
9,628
+3,084
25
$1.16M 0.65%
4,773
+19
1
2 3 4 5