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
301
$14K ﹤0.01%
726
-49,146
302
$13K ﹤0.01%
496
+8
303
$13K ﹤0.01%
445
-2
304
$13K ﹤0.01%
141
-1
305
$13K ﹤0.01%
136
+2
306
$13K ﹤0.01%
349
+1
307
$13K ﹤0.01%
89
308
$13K ﹤0.01%
100
309
$13K ﹤0.01%
170
-3
310
$13K ﹤0.01%
349
+35
311
$13K ﹤0.01%
837
+18
312
$13K ﹤0.01%
188
-7
313
$13K ﹤0.01%
449
-25,668
314
$13K ﹤0.01%
183
-4
315
$12K ﹤0.01%
+148
316
$12K ﹤0.01%
115
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317
$12K ﹤0.01%
393
+8
318
$12K ﹤0.01%
126
+1
319
$12K ﹤0.01%
61
-1
320
$12K ﹤0.01%
44
321
$12K ﹤0.01%
50
-2
322
$11K ﹤0.01%
+71
323
$11K ﹤0.01%
98
+2
324
$11K ﹤0.01%
71
-4
325
$11K ﹤0.01%
295
+4
11 12
13
14 15