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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 6.12%
27,912
-16,983
2
$8.72M 4.66%
108,754
-1,187
3
$3.49M 1.86%
5,987
-21
4
$3.32M 1.77%
4,912
-239
5
$3.15M 1.68%
28,230
-290
6
$2.81M 1.5%
9,484
+986
7
$2.77M 1.48%
7,374
-266
8
$2.77M 1.48%
5,263
-79
9
$2.47M 1.32%
241,065
+231,065
10
$2.46M 1.32%
7,895
-292
11
$2.45M 1.31%
5,399
+506
12
$1.96M 1.05%
10,513
+381
13
$1.93M 1.03%
7,403
+235
14
$1.85M 0.99%
8,311
+1,720
15
$1.82M 0.97%
4,257
+1,128
16
$1.77M 0.95%
5,014
-36
17
$1.69M 0.9%
8,848
-3,659
18
$1.63M 0.87%
+160,131
19
$1.57M 0.84%
3,413
+595
20
$1.56M 0.84%
6,128
-388
21
$1.55M 0.83%
7,402
+2,200
22
$1.55M 0.83%
8,660
+28
23
$1.54M 0.82%
7,776
+1,272
24
$1.52M 0.81%
+9,611
25
$1.45M 0.77%
85,941
+373
1
2 3 4 5