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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
35
-15
427
$5K ﹤0.01%
211
-80
428
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44
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32
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$5K ﹤0.01%
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431
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$5K ﹤0.01%
150
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$4K ﹤0.01%
82
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434
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166
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435
$4K ﹤0.01%
247
-95
436
$4K ﹤0.01%
53
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437
$4K ﹤0.01%
77
-30
438
$4K ﹤0.01%
77
-30
439
$4K ﹤0.01%
226
-83
440
$4K ﹤0.01%
69
-28
441
$4K ﹤0.01%
31
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442
$4K ﹤0.01%
91
-36
443
$4K ﹤0.01%
100
444
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124
-48
445
$4K ﹤0.01%
113
-43
446
$4K ﹤0.01%
80
-30
447
$3K ﹤0.01%
96
-36
448
$3K ﹤0.01%
213
-85
449
$3K ﹤0.01%
64
-26
450
$3K ﹤0.01%
21
-8
16 17
18
19 20