SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$204K 0.02%
7,741
+45
227
$199K 0.02%
3,090
-14
228
$199K 0.02%
10,161
-1,337
229
$198K 0.02%
6,626
-96
230
$196K 0.02%
3,034
-10
231
$195K 0.02%
1,160
+18
232
$192K 0.02%
3,567
-27
233
$189K 0.02%
5,543
-7,240
234
$188K 0.02%
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235
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236
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-34
237
$185K 0.02%
2,399
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238
$184K 0.02%
2,282
-2,707
239
$184K 0.02%
755
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240
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6,106
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243
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2,420
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244
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245
$179K 0.02%
12,137
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246
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+8
247
$178K 0.02%
2,699
-7
248
$177K 0.02%
1,498
+333
249
$177K 0.02%
3,742
+27
250
$176K 0.02%
2,725
-71
8 9
10
11 12