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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
77
-30
352
$8K ﹤0.01%
209
-82
353
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74
-20
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$8K ﹤0.01%
156
-62
355
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63
-23
356
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53
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357
$8K ﹤0.01%
153
-60
358
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80
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359
$8K ﹤0.01%
581
-216
360
$8K ﹤0.01%
171
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361
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22
-8
362
$8K ﹤0.01%
+2
363
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69
-27
364
$8K ﹤0.01%
67
-25
365
$8K ﹤0.01%
172
-65
366
$8K ﹤0.01%
45
-19
367
$8K ﹤0.01%
107
-42
368
$8K ﹤0.01%
107
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369
$8K ﹤0.01%
73
-28
370
$8K ﹤0.01%
53
-21
371
$8K ﹤0.01%
31
-12
372
$7K ﹤0.01%
234
-89
373
$7K ﹤0.01%
42
-16
374
$7K ﹤0.01%
106
-42
375
$7K ﹤0.01%
162
-63
13 14
15
16 17