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
376
$7K ﹤0.01%
299
-120
377
$7K ﹤0.01%
97
-36
378
$7K ﹤0.01%
45
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380
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85
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381
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204
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382
$7K ﹤0.01%
+111
383
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110
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384
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67
-25
385
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355
-135
386
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48
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387
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131
-53
388
$7K ﹤0.01%
152
-57
389
$7K ﹤0.01%
213
-79
390
$7K ﹤0.01%
282
-107
391
$6K ﹤0.01%
149
-8,491
392
$6K ﹤0.01%
203
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393
$6K ﹤0.01%
130
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394
$6K ﹤0.01%
80
-30
395
$6K ﹤0.01%
239
-96
396
$6K ﹤0.01%
155
-64
397
$6K ﹤0.01%
81
-32
398
$6K ﹤0.01%
100
399
$6K ﹤0.01%
59
-23
400
$6K ﹤0.01%
25
-9
14 15
16
17 18