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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$61K 0.01%
713
-14
402
$61K 0.01%
1,337
+148
403
$59K 0.01%
238
+3
404
$59K 0.01%
1,887
-33
405
$58K 0.01%
393
406
$58K 0.01%
445
+56
407
$58K 0.01%
2,912
+36
408
$58K 0.01%
446
+7
409
$58K 0.01%
866
+11
410
$58K 0.01%
1,418
+9
411
$58K 0.01%
905
+49
412
$58K 0.01%
381
+4
413
$56K 0.01%
1,406
-16
414
$56K 0.01%
2,651
-6
415
$56K 0.01%
3,049
+9
416
$56K 0.01%
632
-8
417
$56K 0.01%
1,983
+211
418
$56K 0.01%
695
+6
419
$55K 0.01%
3,985
+339
420
$55K 0.01%
434
+2
421
$55K 0.01%
324
+1
422
$55K 0.01%
873
+12
423
$55K 0.01%
243
+1
424
$54K 0.01%
657
+13
425
$54K 0.01%
586
+9
15 16
17
18 19