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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$128K 0.02%
379
+6
302
$128K 0.02%
1,447
+3
303
$126K 0.02%
2,108
+13
304
$125K 0.02%
1,322
+5
305
$123K 0.02%
2,691
+17
306
$121K 0.02%
3,602
-31,876
307
$121K 0.02%
1,323
+13
308
$120K 0.02%
850
+24
309
$120K 0.02%
1,573
+10
310
$119K 0.02%
1,586
+16
311
$117K 0.02%
1,727
+281
312
$116K 0.02%
3,718
-6,432
313
$116K 0.02%
4,410
+27
314
$115K 0.02%
10,196
+63
315
$115K 0.02%
1,596
+10
316
$115K 0.02%
1,391
+16
317
$114K 0.02%
530
318
$114K 0.02%
1,604
+26
319
$114K 0.02%
1,733
+11
320
$111K 0.02%
705
321
$111K 0.02%
4,326
-121
322
$110K 0.02%
11,422
+71
323
$104K 0.02%
791
-16
324
$104K 0.02%
+3,616
325
$103K 0.02%
743
-14
11 12
13
14 15