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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.5K 0.01%
118
-645
252
$1.49K 0.01%
252
-462
253
$1.48K 0.01%
229
-471
254
$1.47K 0.01%
98
-606
255
$1.45K 0.01%
89
-607
256
$1.44K 0.01%
84
-607
257
$1.44K 0.01%
85
-608
258
$1.44K 0.01%
90
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259
$1.44K 0.01%
90
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260
$1.43K 0.01%
36
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261
$1.43K 0.01%
48
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262
$1.43K 0.01%
58
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263
$1.41K 0.01%
54
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264
$1.41K 0.01%
110
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265
$1.4K 0.01%
170
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266
$1.4K 0.01%
219
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267
$1.4K 0.01%
171
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268
$1.39K 0.01%
41
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269
$1.38K 0.01%
65
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270
$1.38K 0.01%
42
-615
271
$1.37K 0.01%
187
-1,690
272
$1.36K 0.01%
167
-689
273
$1.36K 0.01%
28,180
+15,120
274
$1.36K 0.01%
99
-552
275
$1.31K 0.01%
284
-350
9 10
11
12 13