SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$107K 0.01%
1,123
+15
327
$106K 0.01%
+1,110
328
$105K 0.01%
1,419
-17
329
$105K 0.01%
1,511
+13
330
$105K 0.01%
1,948
-31
331
$105K 0.01%
1,852
+17
332
$104K 0.01%
1,083
-2
333
$103K 0.01%
3,039
+90
334
$102K 0.01%
1,341
+52
335
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1,196
+4
336
$101K 0.01%
3,569
+193
337
$100K 0.01%
2,506
+5
338
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643
339
$99K 0.01%
1,295
-2
340
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1,197
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341
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538
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$97K 0.01%
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344
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2,032
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345
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346
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-289
347
$96K 0.01%
2,079
+21
348
$96K 0.01%
1,494
+15
349
$95K 0.01%
530
350
$95K 0.01%
462
+4
12 13
14
15 16