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
326
$11K ﹤0.01%
172
+3
327
$11K ﹤0.01%
376
+31
328
$11K ﹤0.01%
183
-3
329
$11K ﹤0.01%
111
330
$11K ﹤0.01%
69
+1
331
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23
+1
332
$11K ﹤0.01%
177
333
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68
+1
334
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248
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78
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337
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$10K ﹤0.01%
85
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$10K ﹤0.01%
23
340
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111
+4
341
$10K ﹤0.01%
+185
342
$10K ﹤0.01%
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-3
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$10K ﹤0.01%
114
344
$10K ﹤0.01%
28
+1
345
$10K ﹤0.01%
345
-10
346
$10K ﹤0.01%
74
+5
347
$10K ﹤0.01%
204
-5
348
$10K ﹤0.01%
405
-20
349
$10K ﹤0.01%
157
-3
350
$9K ﹤0.01%
69
+1
12 13
14
15 16