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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.18K 0.01%
110
-461
302
$1.17K 0.01%
84
-466
303
$1.16K 0.01%
75
-482
304
$1.16K 0.01%
258
-840
305
$1.16K 0.01%
129
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306
$1.16K 0.01%
189
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307
$1.16K 0.01%
221
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308
$1.13K 0.01%
382
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309
$1.13K 0.01%
271
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310
$1.12K 0.01%
53
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311
$1.12K 0.01%
97
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312
$1.12K 0.01%
120
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313
$1.11K 0.01%
56
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314
$1.11K 0.01%
192
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315
$1.11K 0.01%
186
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316
$1.1K 0.01%
77
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317
$1.1K 0.01%
29
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318
$1.08K 0.01%
103
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319
$1.07K 0.01%
40
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320
$1.05K 0.01%
53
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321
$1.04K 0.01%
39
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322
$1.03K 0.01%
15
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323
$1.03K 0.01%
68
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324
$1.02K 0.01%
153
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325
$1.01K 0.01%
48
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11 12
13
14 15