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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
+149
352
$12K ﹤0.01%
150
+3
353
$12K ﹤0.01%
75
+2
354
$12K ﹤0.01%
454
+11
355
$12K ﹤0.01%
85
-1
356
$12K ﹤0.01%
+77
357
$12K ﹤0.01%
+37
358
$12K ﹤0.01%
192
-3
359
$12K ﹤0.01%
37
360
$12K ﹤0.01%
76
361
$12K ﹤0.01%
68
362
$12K ﹤0.01%
561
-6
363
$12K ﹤0.01%
125
364
$12K ﹤0.01%
345
-5
365
$12K ﹤0.01%
69
366
$12K ﹤0.01%
59
-1
367
$12K ﹤0.01%
223
368
$12K ﹤0.01%
242
+3
369
$12K ﹤0.01%
44
370
$11K ﹤0.01%
102
+4
371
$11K ﹤0.01%
154
+2
372
$11K ﹤0.01%
217
-2
373
$11K ﹤0.01%
564
-12
374
$11K ﹤0.01%
392
+4
375
$11K ﹤0.01%
69
13 14
15
16 17