SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$193 ﹤0.01%
+17
227
$192 ﹤0.01%
22
-1,526
228
$189 ﹤0.01%
+23
229
$188 ﹤0.01%
+7
230
$186 ﹤0.01%
+12
231
$185 ﹤0.01%
+6
232
$184 ﹤0.01%
+5
233
$184 ﹤0.01%
5
-4,457
234
$181 ﹤0.01%
5
-8,171
235
$177 ﹤0.01%
+10
236
$176 ﹤0.01%
+6
237
$175 ﹤0.01%
+13
238
$174 ﹤0.01%
+13
239
$174 ﹤0.01%
+8
240
$174 ﹤0.01%
+4
241
$173 ﹤0.01%
+11
242
$172 ﹤0.01%
+4
243
$171 ﹤0.01%
+14
244
$170 ﹤0.01%
+12
245
$170 ﹤0.01%
+21
246
$170 ﹤0.01%
+5
247
$169 ﹤0.01%
+9
248
$169 ﹤0.01%
+2
249
$169 ﹤0.01%
+10
250
$168 ﹤0.01%
+30
8 9
10
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