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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$523 ﹤0.01%
+51
427
$517 ﹤0.01%
47
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428
$517 ﹤0.01%
64
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429
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430
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$509 ﹤0.01%
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38
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$500 ﹤0.01%
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$499 ﹤0.01%
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20
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436
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$463 ﹤0.01%
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$437 ﹤0.01%
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$435 ﹤0.01%
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$412 ﹤0.01%
41
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447
$397 ﹤0.01%
47
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$396 ﹤0.01%
76
-114
449
$391 ﹤0.01%
268
-484
450
$389 ﹤0.01%
46
-141
16 17
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19 20