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
251
$15K ﹤0.01%
123
-47
252
$15K ﹤0.01%
285
-112
253
$15K ﹤0.01%
108
-43
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$15K ﹤0.01%
90
-34
255
$15K ﹤0.01%
187
-71
256
$15K ﹤0.01%
51
-19
257
$15K ﹤0.01%
149
-60
258
$14K ﹤0.01%
127
-48
259
$14K ﹤0.01%
466
-185
260
$14K ﹤0.01%
+199
261
$14K ﹤0.01%
450
-188
262
$14K ﹤0.01%
194
-72
263
$14K ﹤0.01%
69
-28
264
$14K ﹤0.01%
96
-37
265
$14K ﹤0.01%
188
-74
266
$13K ﹤0.01%
79
-31
267
$13K ﹤0.01%
77
-32
268
$13K ﹤0.01%
49
-19
269
$13K ﹤0.01%
750
-300
270
$13K ﹤0.01%
196
-76
271
$13K ﹤0.01%
437
-183
272
$13K ﹤0.01%
139
-56
273
$13K ﹤0.01%
678
-256
274
$13K ﹤0.01%
432
-167
275
$13K ﹤0.01%
276
-106
9 10
11
12 13