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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$102M 5.61%
+189,333
2
$98.3M 5.4%
+166,982
3
$60.6M 3.33%
+327,433
4
$46.7M 2.57%
+186,424
5
$42M 2.31%
+1,264,663
6
$37.2M 2.04%
92,518
+90,279
7
$35.6M 1.96%
+265,228
8
$34M 1.87%
+998,798
9
$30M 1.65%
+71,102
10
$27.8M 1.53%
+158,823
11
$27.2M 1.5%
+124,026
12
$24.6M 1.35%
+686,084
13
$24.2M 1.33%
+238,239
14
$24.1M 1.32%
+943,674
15
$22.7M 1.24%
+743,413
16
$21.4M 1.17%
+282,497
17
$16.5M 0.91%
+68,547
18
$16.2M 0.89%
+432,339
19
$16M 0.88%
+55,273
20
$14.6M 0.8%
+35,629
21
$14.3M 0.78%
27,899
+1,130
22
$14.1M 0.77%
+248,380
23
$13.8M 0.76%
+263,542
24
$11.2M 0.62%
+46,788
25
$10.1M 0.55%
+123,536
1
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