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
276
$152K 0.03%
480
+8
277
$148K 0.03%
2,848
+18
278
$148K 0.03%
413
+3
279
$147K 0.03%
+19,377
280
$147K 0.03%
1,545
+25
281
$146K 0.03%
3,798
+59
282
$145K 0.03%
9,682
+60
283
$144K 0.03%
3,192
+42
284
$143K 0.03%
647
+4
285
$143K 0.03%
4,000
286
$139K 0.03%
667
+8
287
$139K 0.03%
770
+2
288
$139K 0.03%
1,096
+39
289
$139K 0.03%
1,995
+1,519
290
$139K 0.03%
5,117
+4,392
291
$137K 0.02%
7,125
292
$135K 0.02%
691
+8
293
$134K 0.02%
697
+5
294
$134K 0.02%
2,895
+39
295
$133K 0.02%
1,910
+205
296
$133K 0.02%
884
+5
297
$133K 0.02%
1,169
-10,777
298
$132K 0.02%
1,728
+22
299
$132K 0.02%
1,172
-1,764
300
$130K 0.02%
1,874
+12
10 11
12
13 14