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
$934M
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$79.9M
3
+$38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$29.2M

Top Sells

1
+$107K
2
+$70.7K
3
+$59.2K
4
STT.PRD
State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
STT.PRD
+$50K
5
MS.PRE icon
Morgan Stanley Series E Preferred Stock
MS.PRE
+$30K

Sector Composition

1 Healthcare 2.92%
2 Financials 2.36%
3 Industrials 2.12%
4 Communication Services 2.01%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$141K 0.02%
2,691
+2,681
277
$140K 0.02%
2,362
+2,353
278
$140K 0.02%
2,314
+2,304
279
$140K 0.02%
3,495
+3,479
280
$139K 0.01%
1,543
+1,531
281
$138K 0.01%
1,124
+1,113
282
$136K 0.01%
3,000
+2,795
283
$135K 0.01%
2,339
+2,329
284
$134K 0.01%
6,000
+5,322
285
$134K 0.01%
2,478
+2,467
286
$133K 0.01%
2,336
+2,326
287
$133K 0.01%
1,095
+1,085
288
$133K 0.01%
3,723
+3,714
289
$132K 0.01%
1,827
+1,817
290
$132K 0.01%
1,165
+1,156
291
$132K 0.01%
887
+879
292
$132K 0.01%
2,110
+2,100
293
$131K 0.01%
1,764
+1,755
294
$129K 0.01%
8,841
+8,832
295
$129K 0.01%
1,342
+1,136
296
$127K 0.01%
2,145
+2,136
297
$126K 0.01%
3,892
+3,883
298
$126K 0.01%
1,973
+1,964
299
$125K 0.01%
940
+931
300
$125K 0.01%
4,420
+4,410
10 11
12
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