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
276
$15K ﹤0.01%
199
277
$15K ﹤0.01%
686
+6
278
$15K ﹤0.01%
317
+39
279
$15K ﹤0.01%
456
-5
280
$15K ﹤0.01%
150
+2
281
$15K ﹤0.01%
192
+3
282
$15K ﹤0.01%
233
-7,948
283
$15K ﹤0.01%
87
+2
284
$15K ﹤0.01%
69
285
$15K ﹤0.01%
94
+3
286
$15K ﹤0.01%
101
287
$15K ﹤0.01%
32
+3
288
$15K ﹤0.01%
147
-3
289
$15K ﹤0.01%
+134
290
$14K ﹤0.01%
+397
291
$14K ﹤0.01%
+505
292
$14K ﹤0.01%
+43
293
$14K ﹤0.01%
+137
294
$14K ﹤0.01%
148
+2
295
$14K ﹤0.01%
903
+35
296
$14K ﹤0.01%
166
-3
297
$14K ﹤0.01%
97
298
$14K ﹤0.01%
14
299
$14K ﹤0.01%
263
-4
300
$14K ﹤0.01%
253
-8,414
10 11
12
13 14