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
301
$135 ﹤0.01%
+8
302
$134 ﹤0.01%
+25
303
$134 ﹤0.01%
+26
304
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+7
305
$133 ﹤0.01%
+10
306
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193
+60
307
$131 ﹤0.01%
+15
308
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+10
309
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310
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+8
312
$126 ﹤0.01%
+10
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315
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316
$124 ﹤0.01%
+6
317
$124 ﹤0.01%
+7
318
$123 ﹤0.01%
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319
$123 ﹤0.01%
+7
320
$121 ﹤0.01%
+5
321
$121 ﹤0.01%
+5
322
$120 ﹤0.01%
+17
323
$120 ﹤0.01%
+15
324
$118 ﹤0.01%
+9
325
$118 ﹤0.01%
+3
11 12
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