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
351
$95K 0.01%
1,143
+14
352
$95K 0.01%
4,594
+346
353
$94K 0.01%
1,004
+7
354
$93K 0.01%
880
-4
355
$92K 0.01%
1,968
-18
356
$92K 0.01%
358
357
$91K 0.01%
2,512
-28
358
$91K 0.01%
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-15
359
$91K 0.01%
2,345
+6
360
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1,675
+9
361
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829
+157
362
$89K 0.01%
1,841
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363
$89K 0.01%
836
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364
$89K 0.01%
1,742
+86
365
$89K 0.01%
1,104
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366
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367
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369
$87K 0.01%
1,994
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370
$87K 0.01%
624
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$85K 0.01%
1,660
-22
372
$85K 0.01%
6,245
-43
373
$84K 0.01%
2,217
+17
374
$84K 0.01%
1,101
+2
375
$84K 0.01%
2,083
-5,644
13 14
15
16 17