SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
168
-4
427
$8K ﹤0.01%
80
-1
428
$8K ﹤0.01%
23
429
$8K ﹤0.01%
96
-1
430
$8K ﹤0.01%
37
431
$8K ﹤0.01%
76
-1
432
$8K ﹤0.01%
169
+2
433
$8K ﹤0.01%
50
434
$8K ﹤0.01%
79
435
$8K ﹤0.01%
149
+1
436
$8K ﹤0.01%
157
-3
437
$8K ﹤0.01%
56
438
$8K ﹤0.01%
24
439
$8K ﹤0.01%
176
-216,440
440
$8K ﹤0.01%
103
-3
441
$8K ﹤0.01%
37
442
$8K ﹤0.01%
62
+4
443
$8K ﹤0.01%
129
444
$8K ﹤0.01%
154
-2
445
$7K ﹤0.01%
39
-2
446
$7K ﹤0.01%
75
+1
447
$7K ﹤0.01%
108
-1
448
$7K ﹤0.01%
13
+1
449
$7K ﹤0.01%
162
-3
450
$7K ﹤0.01%
327
+5
16 17
18
19 20