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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$604 0.01%
103
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402
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27
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403
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69
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404
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26
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405
$590 0.01%
80
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406
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55
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408
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180
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411
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306
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413
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9
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$554 ﹤0.01%
25
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417
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$539 ﹤0.01%
87
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26
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423
$531 ﹤0.01%
91
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424
$530 ﹤0.01%
101
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425
$529 ﹤0.01%
138
-627
15 16
17
18 19