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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$83K 0.01%
1,713
+1,314
352
$83K 0.01%
1,430
+1,172
353
$83K 0.01%
1,259
+1,113
354
$82K 0.01%
1,110
+975
355
$81K 0.01%
+7,248
356
$81K 0.01%
+11,351
357
$78K 0.01%
757
+633
358
$78K 0.01%
1,113
+1,006
359
$78K 0.01%
+1,797
360
$77K 0.01%
4,450
+2,940
361
$77K 0.01%
452
+330
362
$77K 0.01%
279
+148
363
$77K 0.01%
+1,772
364
$76K 0.01%
655
+535
365
$75K 0.01%
+1,748
366
$75K 0.01%
2,052
+1,932
367
$74K 0.01%
+964
368
$74K 0.01%
1,447
+1,305
369
$72K 0.01%
210
+89
370
$72K 0.01%
941
+823
371
$69K 0.01%
1,112
+944
372
$69K 0.01%
877
+748
373
$69K 0.01%
+1,409
374
$68K 0.01%
689
+579
375
$67K 0.01%
947
+831
13 14
15
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