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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$18K ﹤0.01%
876
-338
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$17K ﹤0.01%
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244
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189
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$16K ﹤0.01%
306
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$16K ﹤0.01%
173
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$15K ﹤0.01%
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$15K ﹤0.01%
457
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250
$15K ﹤0.01%
241
-96
8 9
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