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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.02M
3 +$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1 +$29.3M
2 +$1.78M
3 +$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$29K 0.01%
340
+1
352
$29K 0.01%
903
-3,553
353
$29K 0.01%
986
+6
354
$28K 0.01%
195
355
$28K 0.01%
110
356
$28K 0.01%
1,200
-30
357
$28K 0.01%
136
+1
358
$28K 0.01%
427
+11
359
$28K 0.01%
249
+2
360
$28K 0.01%
1,915
+11
361
$28K 0.01%
1,644
+9
362
$27K 0.01%
476
-19
363
$27K 0.01%
134
+1
364
$26K 0.01%
270
-5,882
365
$26K 0.01%
220
+3
366
$26K 0.01%
412
+2
367
$26K 0.01%
374
-280
368
$26K 0.01%
639
+42
369
$25K 0.01%
285
-14
370
$25K 0.01%
670
+6
371
$25K 0.01%
945
-15
372
$25K 0.01%
362
+6
373
$24K 0.01%
241
-1
374
$24K 0.01%
269
+6
375
$24K 0.01%
256
+1