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
$194M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.66M
3
+$1.11M
4
RENE
Cartesian Growth Corp II
RENE
+$847K
5
DYCQU
DT Cloud Acquisition Corp Unit
DYCQU
+$834K

Top Sells

1
+$2.81M
2
+$2.47M
3
+$2.36M
4
AITRU
AI Transportation Acquisition Corp Unit
AITRU
+$1.63M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.53M

Sector Composition

1 Technology 12.08%
2 Industrials 8.16%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 5.19%
22,611
-5,301
2
$9.13M 4.71%
106,590
-2,164
3
$4.72M 2.44%
6,064
+77
4
$4.05M 2.09%
30,470
+2,240
5
$3.91M 2.02%
5,333
+421
6
$3.26M 1.68%
6,720
+1,706
7
$2.82M 1.46%
5,700
+437
8
$2.65M 1.37%
7,626
-269
9
$2.62M 1.35%
5,758
+359
10
$2.52M 1.3%
6,312
-1,062
11
$2.47M 1.27%
+235,398
12
$2.29M 1.18%
4,761
+504
13
$2.25M 1.16%
10,982
+469
14
$2.23M 1.15%
8,743
+432
15
$2.03M 1.05%
7,279
-124
16
$1.97M 1.02%
9,595
+747
17
$1.87M 0.97%
2,248
+470
18
$1.79M 0.93%
9,057
+1,281
19
$1.76M 0.91%
8,578
+1,176
20
$1.72M 0.89%
9,344
+684
21
$1.7M 0.88%
5,932
+1,365
22
$1.69M 0.88%
5,287
-841
23
$1.68M 0.87%
5,557
+524
24
$1.66M 0.86%
+8,425
25
$1.63M 0.84%
9,194
-317
1
2 3 4 5