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
$934M
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$79.9M
3
+$38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$29.2M

Top Sells

1
+$107K
2
+$70.7K
3
+$59.2K
4
STT.PRD
State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
STT.PRD
+$50K
5
MS.PRE icon
Morgan Stanley Series E Preferred Stock
MS.PRE
+$30K

Sector Composition

1 Healthcare 2.92%
2 Financials 2.36%
3 Industrials 2.12%
4 Communication Services 2.01%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$80K 0.01%
2,540
+2,516
377
$80K 0.01%
1,535
+1,529
378
$80K 0.01%
1,100
+1,094
379
$79K 0.01%
1,557
+1,551
380
$79K 0.01%
1,970
+1,964
381
$79K 0.01%
651
+645
382
$78K 0.01%
577
+571
383
$78K 0.01%
2,808
+2,802
384
$78K 0.01%
1,682
+1,676
385
$77K 0.01%
1,688
+1,677
386
$77K 0.01%
1,964
+1,959
387
$77K 0.01%
2,012
+2,007
388
$77K 0.01%
755
+749
389
$76K 0.01%
+624
390
$76K 0.01%
2,368
+2,357
391
$76K 0.01%
1,415
+1,407
392
$75K 0.01%
1,311
+1,306
393
$75K 0.01%
1,322
+1,317
394
$75K 0.01%
6,288
+6,281
395
$74K 0.01%
1,137
+1,131
396
$74K 0.01%
2,259
+2,254
397
$74K 0.01%
784
+779
398
$73K 0.01%
1,406
+1,400
399
$73K 0.01%
1,315
+1,309
400
$73K 0.01%
4,226
+4,218
14 15
16
17 18