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
$934M
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$79.9M
3
+$38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$29.2M

Top Sells

1
+$107K
2
+$70.7K
3
+$59.2K
4
STT.PRD
State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
STT.PRD
+$50K
5
MS.PRE icon
Morgan Stanley Series E Preferred Stock
MS.PRE
+$30K

Sector Composition

1 Healthcare 2.92%
2 Financials 2.36%
3 Industrials 2.12%
4 Communication Services 2.01%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$95K 0.01%
1,129
+1,122
352
$95K 0.01%
568
+561
353
$93K 0.01%
1,436
+1,427
354
$93K 0.01%
8,552
+8,520
355
$93K 0.01%
+1,498
356
$93K 0.01%
2,045
+2,039
357
$93K 0.01%
1,979
+1,972
358
$92K 0.01%
824
+818
359
$90K 0.01%
1,071
+1,065
360
$89K 0.01%
530
+444
361
$89K 0.01%
2,339
+2,333
362
$88K 0.01%
831
+825
363
$87K 0.01%
10,500
+10,150
364
$87K 0.01%
1,986
+1,979
365
$87K 0.01%
1,098
+1,091
366
$86K 0.01%
2,565
+2,556
367
$86K 0.01%
3,427
+3,421
368
$86K 0.01%
2,501
+2,495
369
$84K 0.01%
3,200
+3,099
370
$82K 0.01%
907
+901
371
$82K 0.01%
+662
372
$81K 0.01%
1,289
+1,283
373
$81K 0.01%
1,656
+1,644
374
$80K 0.01%
2,200
+2,194
375
$80K 0.01%
1,099
+1,093
13 14
15
16 17