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
251
$167 ﹤0.01%
+20
252
$166 ﹤0.01%
+12
253
$165 ﹤0.01%
+44
254
$165 ﹤0.01%
+6
255
$164 ﹤0.01%
+5
256
$163 ﹤0.01%
+12
257
$163 ﹤0.01%
+3
258
$162 ﹤0.01%
+8
259
$161 ﹤0.01%
+5
260
$161 ﹤0.01%
+13
261
$161 ﹤0.01%
+14
262
$160 ﹤0.01%
+3
263
$159 ﹤0.01%
2,460
-12,360
264
$158 ﹤0.01%
2,500
-10,780
265
$158 ﹤0.01%
22
-2,100
266
$157 ﹤0.01%
+12
267
$157 ﹤0.01%
+17
268
$156 ﹤0.01%
+11
269
$156 ﹤0.01%
+9
270
$155 ﹤0.01%
+16
271
$155 ﹤0.01%
+10
272
$154 ﹤0.01%
+28
273
$154 ﹤0.01%
+27
274
$154 ﹤0.01%
+13
275
$153 ﹤0.01%
19
-1,985
9 10
11
12 13