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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$59K 0.01%
1,189
+1,116
402
$59K 0.01%
+1,854
403
$57K 0.01%
727
+652
404
$57K 0.01%
341
+240
405
$56K 0.01%
420
+305
406
$56K 0.01%
2,876
+2,686
407
$56K 0.01%
360
+257
408
$56K 0.01%
418
+311
409
$56K 0.01%
807
+708
410
$56K 0.01%
404
+302
411
$55K 0.01%
+4,051
412
$55K 0.01%
393
+294
413
$55K 0.01%
644
+541
414
$55K 0.01%
855
+765
415
$54K 0.01%
867
+769
416
$54K 0.01%
1,444
+1,349
417
$54K 0.01%
861
+772
418
$54K 0.01%
3,040
+2,945
419
$53K 0.01%
+950
420
$53K 0.01%
1,856
+1,755
421
$52K 0.01%
418
+331
422
$52K 0.01%
925
+844
423
$52K 0.01%
313
+222
424
$51K 0.01%
1,312
+1,218
425
$51K 0.01%
577
+477
15 16
17
18 19