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
401
$78 ﹤0.01%
+2
402
$76 ﹤0.01%
+6
403
$76 ﹤0.01%
+6
404
$75 ﹤0.01%
+8
405
$74 ﹤0.01%
+7
406
$74 ﹤0.01%
+4
407
$73 ﹤0.01%
+13
408
$73 ﹤0.01%
+3
409
$72 ﹤0.01%
+5
410
$71 ﹤0.01%
+5
411
$71 ﹤0.01%
+3
412
$71 ﹤0.01%
+10
413
$71 ﹤0.01%
+25
414
$71 ﹤0.01%
+9
415
$70 ﹤0.01%
+3
416
$70 ﹤0.01%
+2
417
$69 ﹤0.01%
+8
418
$69 ﹤0.01%
+3
419
$69 ﹤0.01%
+9
420
$69 ﹤0.01%
+6
421
$68 ﹤0.01%
+4
422
$67 ﹤0.01%
+5
423
$67 ﹤0.01%
+5
424
$66 ﹤0.01%
+6
425
$66 ﹤0.01%
+7
15 16
17
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