SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
54
402
$7K ﹤0.01%
94
-4
403
$7K ﹤0.01%
46
404
$7K ﹤0.01%
574
-14
405
$7K ﹤0.01%
79
406
$7K ﹤0.01%
76
-3
407
$7K ﹤0.01%
265
-10,773
408
$7K ﹤0.01%
160
+8
409
$7K ﹤0.01%
+22
410
$7K ﹤0.01%
398
+8
411
$7K ﹤0.01%
+512
412
$7K ﹤0.01%
+73
413
$7K ﹤0.01%
89
-2
414
$7K ﹤0.01%
136
+1
415
$7K ﹤0.01%
567
-12
416
$7K ﹤0.01%
108
-1
417
$7K ﹤0.01%
37
-1
418
$7K ﹤0.01%
+27
419
$7K ﹤0.01%
131
-4
420
$7K ﹤0.01%
31
+1
421
$6K ﹤0.01%
251
-8
422
$6K ﹤0.01%
325
-27,380
423
$6K ﹤0.01%
41
424
$6K ﹤0.01%
+72
425
$6K ﹤0.01%
+50
15 16
17
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