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
276
$13K ﹤0.01%
432
-167
277
$13K ﹤0.01%
276
-106
278
$13K ﹤0.01%
462
-178
279
$13K ﹤0.01%
517
-200
280
$13K ﹤0.01%
213
-82
281
$13K ﹤0.01%
87
-34
282
$13K ﹤0.01%
51
-19
283
$13K ﹤0.01%
50
-19
284
$13K ﹤0.01%
127
-50
285
$13K ﹤0.01%
320
+49
286
$12K ﹤0.01%
85
-34
287
$12K ﹤0.01%
199
-74
288
$12K ﹤0.01%
85
-33
289
$12K ﹤0.01%
101
-39
290
$12K ﹤0.01%
61
-24
291
$12K ﹤0.01%
99
-37
292
$12K ﹤0.01%
769
-296
293
$12K ﹤0.01%
362
-146
294
$12K ﹤0.01%
144
-56
295
$12K ﹤0.01%
1,034
-8
296
$12K ﹤0.01%
88
-34
297
$11K ﹤0.01%
165
-65
298
$11K ﹤0.01%
264
-103
299
$11K ﹤0.01%
74
-29
300
$11K ﹤0.01%
476
-180
10 11
12
13 14