SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
201
352
$9K ﹤0.01%
88
-2
353
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81
354
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86
-1
355
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+71
356
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100
-1
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420
-4
358
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26
359
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158
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37
361
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335
+12
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29
363
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69
364
$9K ﹤0.01%
225
-15,838
365
$9K ﹤0.01%
108
+1
366
$9K ﹤0.01%
99
+1
367
$9K ﹤0.01%
55
+1
368
$9K ﹤0.01%
95
-3
369
$9K ﹤0.01%
197
-6
370
$8K ﹤0.01%
109
+1
371
$8K ﹤0.01%
71
-1
372
$8K ﹤0.01%
81
+1
373
$8K ﹤0.01%
78
374
$8K ﹤0.01%
82
-1
375
$8K ﹤0.01%
78
+2
13 14
15
16 17