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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$54 ﹤0.01%
+6
452
$51 ﹤0.01%
+4
453
$50 ﹤0.01%
+210
454
$50 ﹤0.01%
+7
455
$50 ﹤0.01%
+5
456
$49 ﹤0.01%
+4
457
$48 ﹤0.01%
+5
458
$47 ﹤0.01%
+3
459
$47 ﹤0.01%
+5
460
$47 ﹤0.01%
+1
461
$46 ﹤0.01%
+20
462
$46 ﹤0.01%
+5
463
$45 ﹤0.01%
+3
464
$44 ﹤0.01%
+2
465
$43 ﹤0.01%
+18
466
$43 ﹤0.01%
+6
467
$42 ﹤0.01%
+1
468
$42 ﹤0.01%
+5
469
$42 ﹤0.01%
+4
470
$42 ﹤0.01%
+33
471
$42 ﹤0.01%
+4
472
$41 ﹤0.01%
+6
473
$40 ﹤0.01%
+15
474
$40 ﹤0.01%
+7
475
$39 ﹤0.01%
+7
17 18
19
20 21