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
326
$117 ﹤0.01%
+17
327
$117 ﹤0.01%
+33
328
$117 ﹤0.01%
+24
329
$117 ﹤0.01%
+3
330
$116 ﹤0.01%
+33
331
$116 ﹤0.01%
+14
332
$114 ﹤0.01%
+19
333
$114 ﹤0.01%
+33
334
$114 ﹤0.01%
+10
335
$114 ﹤0.01%
+3
336
$112 ﹤0.01%
+6
337
$109 ﹤0.01%
+5
338
$107 ﹤0.01%
+5
339
$107 ﹤0.01%
+11
340
$106 ﹤0.01%
+4
341
$105 ﹤0.01%
+8
342
$105 ﹤0.01%
+5
343
$104 ﹤0.01%
+5
344
$103 ﹤0.01%
+6
345
$102 ﹤0.01%
+7
346
$100 ﹤0.01%
+3
347
$100 ﹤0.01%
+7
348
$99 ﹤0.01%
+9
349
$99 ﹤0.01%
+2
350
$99 ﹤0.01%
+3
12 13
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