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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$65 ﹤0.01%
+25
427
$65 ﹤0.01%
+7
428
$65 ﹤0.01%
+5
429
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+5
430
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+1
431
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432
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+4
433
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434
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436
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+3
437
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+6
438
$61 ﹤0.01%
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439
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440
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+5
441
$60 ﹤0.01%
+5
442
$59 ﹤0.01%
+4
443
$59 ﹤0.01%
+5
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$59 ﹤0.01%
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$58 ﹤0.01%
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446
$58 ﹤0.01%
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447
$57 ﹤0.01%
+4
448
$57 ﹤0.01%
+4
449
$55 ﹤0.01%
+8
450
$54 ﹤0.01%
+10
16 17
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