SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K ﹤0.01%
93
-1
252
$18K ﹤0.01%
448
-6
253
$18K ﹤0.01%
51
+1
254
$18K ﹤0.01%
309
255
$18K ﹤0.01%
97
256
$18K ﹤0.01%
190
+2
257
$17K ﹤0.01%
52
+1
258
$17K ﹤0.01%
208
+8
259
$17K ﹤0.01%
205
+12
260
$17K ﹤0.01%
455
-14
261
$17K ﹤0.01%
302
+1
262
$17K ﹤0.01%
136
-3
263
$17K ﹤0.01%
241
-437
264
$17K ﹤0.01%
182
+2
265
$16K ﹤0.01%
+108
266
$16K ﹤0.01%
+14
267
$16K ﹤0.01%
76
+1
268
$16K ﹤0.01%
2,333
+15
269
$16K ﹤0.01%
468
-14
270
$16K ﹤0.01%
102
271
$16K ﹤0.01%
77
+1
272
$16K ﹤0.01%
151
-4
273
$16K ﹤0.01%
+195
274
$15K ﹤0.01%
+333
275
$15K ﹤0.01%
+136
9 10
11
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