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
401
$73K 0.01%
1,317
+1,312
402
$72K 0.01%
1,041
+1,035
403
$72K 0.01%
919
+914
404
$72K 0.01%
1,129
+1,123
405
$71K 0.01%
2,887
+2,882
406
$71K 0.01%
1,211
+1,206
407
$70K 0.01%
621
+615
408
$70K 0.01%
1,047
+1,042
409
$69K 0.01%
816
+811
410
$69K 0.01%
672
+667
411
$68K 0.01%
1,984
+1,979
412
$67K 0.01%
424
+419
413
$67K 0.01%
528
+523
414
$67K 0.01%
1,065
+1,060
415
$66K 0.01%
703
+697
416
$65K 0.01%
322
+317
417
$65K 0.01%
572
+568
418
$65K 0.01%
1,488
+1,483
419
$64K 0.01%
1,835
+1,830
420
$64K 0.01%
1,425
+1,420
421
$63K 0.01%
542
+536
422
$63K 0.01%
1,261
+1,255
423
$63K 0.01%
2,030
+2,024
424
$63K 0.01%
2,669
+2,663
425
$62K 0.01%
2,658
+2,654
15 16
17
18 19