SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
251
-8
427
$6K ﹤0.01%
325
-27,380
428
$6K ﹤0.01%
121
+19
429
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207
-2
430
$6K ﹤0.01%
532
+8
431
$6K ﹤0.01%
74
-2
432
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50
-1
433
$6K ﹤0.01%
87
434
$6K ﹤0.01%
151
-12,629
435
$6K ﹤0.01%
57
436
$6K ﹤0.01%
172
+24
437
$6K ﹤0.01%
217
-18
438
$6K ﹤0.01%
132
-1
439
$5K ﹤0.01%
306
+22
440
$5K ﹤0.01%
100
441
$5K ﹤0.01%
58
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$5K ﹤0.01%
87
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$5K ﹤0.01%
142
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$5K ﹤0.01%
168
-16
445
$5K ﹤0.01%
86
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446
$5K ﹤0.01%
244
-61
447
$5K ﹤0.01%
228
+6
448
$5K ﹤0.01%
511
-26
449
$5K ﹤0.01%
110
-1
450
$5K ﹤0.01%
131
+5
16 17
18
19 20