SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
204
402
$10K ﹤0.01%
24
403
$10K ﹤0.01%
689
-26
404
$10K ﹤0.01%
74
405
$10K ﹤0.01%
54
-1
406
$9K ﹤0.01%
356
-9
407
$9K ﹤0.01%
50
408
$9K ﹤0.01%
425
+21
409
$9K ﹤0.01%
89
410
$9K ﹤0.01%
79
-2,059
411
$9K ﹤0.01%
591
-29,080
412
$9K ﹤0.01%
45
413
$9K ﹤0.01%
113
+2
414
$9K ﹤0.01%
151
-5
415
$9K ﹤0.01%
240
-4
416
$9K ﹤0.01%
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417
$9K ﹤0.01%
130
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418
$9K ﹤0.01%
2
419
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420
$9K ﹤0.01%
149
-2
421
$9K ﹤0.01%
108
422
$9K ﹤0.01%
67
+1
423
$9K ﹤0.01%
22
424
$9K ﹤0.01%
27
425
$9K ﹤0.01%
223
+3
15 16
17
18 19