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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$176K 0.03%
8,438
+53
252
$175K 0.03%
2,098
+33
253
$174K 0.03%
1,280
+9
254
$173K 0.03%
2,419
+15
255
$173K 0.03%
4,034
+37
256
$173K 0.03%
8,618
+3,374
257
$173K 0.03%
1,928
+10
258
$172K 0.03%
7,508
+47
259
$171K 0.03%
2,434
+15
260
$170K 0.03%
3,654
-39
261
$169K 0.03%
2,321
+8
262
$169K 0.03%
11,056
+69
263
$166K 0.03%
6,714
-405
264
$163K 0.03%
3,321
+67
265
$163K 0.03%
787
+8
266
$162K 0.03%
6,906
+43
267
$161K 0.03%
493
-8
268
$161K 0.03%
670
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269
$161K 0.03%
708
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270
$161K 0.03%
5,840
+36
271
$159K 0.03%
337
+2
272
$159K 0.03%
936
+13
273
$159K 0.03%
9,816
-11,919
274
$157K 0.03%
768
+20
275
$156K 0.03%
8,895
+55
9 10
11
12 13