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
276
$153 ﹤0.01%
+18
277
$153 ﹤0.01%
+12
278
$150 ﹤0.01%
+5
279
$149 ﹤0.01%
+6
280
$149 ﹤0.01%
+6
281
$148 ﹤0.01%
+7
282
$148 ﹤0.01%
+5
283
$147 ﹤0.01%
+5
284
$146 ﹤0.01%
+6
285
$144 ﹤0.01%
9
-1,990
286
$144 ﹤0.01%
+5
287
$144 ﹤0.01%
+8
288
$144 ﹤0.01%
+7
289
$143 ﹤0.01%
+21
290
$143 ﹤0.01%
+5
291
$142 ﹤0.01%
+13
292
$141 ﹤0.01%
+17
293
$140 ﹤0.01%
4
-10,934
294
$140 ﹤0.01%
+15
295
$138 ﹤0.01%
+6
296
$138 ﹤0.01%
+18
297
$138 ﹤0.01%
+8
298
$136 ﹤0.01%
+10
299
$135 ﹤0.01%
+11
300
$135 ﹤0.01%
34
-1,238
10 11
12
13 14