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
351
$98 ﹤0.01%
+10
352
$98 ﹤0.01%
+7
353
$97 ﹤0.01%
+6
354
$96 ﹤0.01%
+11
355
$96 ﹤0.01%
+5
356
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+5
357
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+5
358
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+7
359
$95 ﹤0.01%
+5
360
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+7
361
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+6
362
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+22
363
$95 ﹤0.01%
+15
364
$93 ﹤0.01%
+6
365
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+14
366
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+6
367
$92 ﹤0.01%
+10
368
$92 ﹤0.01%
+11
369
$92 ﹤0.01%
+12
370
$91 ﹤0.01%
+16
371
$90 ﹤0.01%
+7
372
$89 ﹤0.01%
+8
373
$89 ﹤0.01%
+7
374
$88 ﹤0.01%
+4
375
$87 ﹤0.01%
+90
13 14
15
16 17