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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$87 ﹤0.01%
+3
377
$86 ﹤0.01%
+10
378
$85 ﹤0.01%
+8
379
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+5
380
$84 ﹤0.01%
+7
381
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+7
382
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+2
383
$83 ﹤0.01%
+30
384
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+7
385
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386
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+9
387
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+10
388
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389
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390
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+3
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+3
392
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+2
393
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$80 ﹤0.01%
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395
$80 ﹤0.01%
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396
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397
$79 ﹤0.01%
+8
398
$79 ﹤0.01%
+18
399
$79 ﹤0.01%
+10
400
$78 ﹤0.01%
+10
14 15
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