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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$118K 0.02%
+643
302
$117K 0.02%
832
+662
303
$117K 0.02%
1,520
+1,343
304
$116K 0.02%
768
+592
305
$115K 0.02%
+2,830
306
$115K 0.02%
1,570
+1,378
307
$114K 0.02%
826
+607
308
$113K 0.02%
1,375
+1,184
309
$112K 0.02%
659
+473
310
$112K 0.02%
1,310
+1,124
311
$111K 0.02%
373
+204
312
$111K 0.02%
410
+248
313
$110K 0.02%
+8,120
314
$110K 0.02%
4,137
+4,005
315
$110K 0.02%
1,000
+894
316
$110K 0.02%
1,444
+1,272
317
$110K 0.02%
+4,383
318
$108K 0.02%
+1,705
319
$108K 0.02%
530
+429
320
$107K 0.02%
2,375
+2,188
321
$106K 0.02%
1,136
+937
322
$102K 0.01%
807
+620
323
$101K 0.01%
4,447
+4,283
324
$100K 0.01%
457
+278
325
$99K 0.01%
705
+543
11 12
13
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