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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
87
-34
402
$6K ﹤0.01%
51
-20
403
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181
-74
404
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220
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405
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153
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406
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407
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66
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98
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409
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65
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110
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411
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136
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412
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93
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413
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38
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414
$6K ﹤0.01%
473
-189
415
$6K ﹤0.01%
134
-64
416
$5K ﹤0.01%
661
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417
$5K ﹤0.01%
36
-14
418
$5K ﹤0.01%
98
-40
419
$5K ﹤0.01%
89
-35
420
$5K ﹤0.01%
96
-37
421
$5K ﹤0.01%
35
-14
422
$5K ﹤0.01%
104
423
$5K ﹤0.01%
41
-17
424
$5K ﹤0.01%
204
-77
425
$5K ﹤0.01%
94
-37
15 16
17
18 19