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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$51K 0.01%
235
+159
427
$51K 0.01%
439
+361
428
$51K 0.01%
+242
429
$51K 0.01%
856
+772
430
$50K 0.01%
370
+322
431
$50K 0.01%
859
+774
432
$50K 0.01%
970
+886
433
$50K 0.01%
322
+235
434
$50K 0.01%
2,657
+2,584
435
$49K 0.01%
377
+312
436
$48K 0.01%
493
+409
437
$48K 0.01%
2,306
+2,243
438
$48K 0.01%
432
+351
439
$47K 0.01%
500
+459
440
$47K 0.01%
351
+273
441
$47K 0.01%
+1,739
442
$47K 0.01%
710
+648
443
$47K 0.01%
323
+236
444
$46K 0.01%
132
+64
445
$46K 0.01%
695
+625
446
$46K 0.01%
359
+290
447
$46K 0.01%
1,314
+1,246
448
$45K 0.01%
689
+605
449
$45K 0.01%
640
+563
450
$45K 0.01%
421
+347
16 17
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