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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$51K 0.01%
1,065
452
$49K ﹤0.01%
2,250
+15
453
$47K ﹤0.01%
500
454
$47K ﹤0.01%
976
+8
455
$47K ﹤0.01%
924
-11
456
$47K ﹤0.01%
1,604
-8
457
$45K ﹤0.01%
370
458
$45K ﹤0.01%
625
+1
459
$44K ﹤0.01%
1,481
-15
460
$43K ﹤0.01%
+701
461
$43K ﹤0.01%
1,026
+6
462
$43K ﹤0.01%
750
463
$41K ﹤0.01%
962
-3
464
$41K ﹤0.01%
794
-26
465
$41K ﹤0.01%
1,108
+22
466
$40K ﹤0.01%
854
+38
467
$40K ﹤0.01%
888
+38
468
$39K ﹤0.01%
2,518
-10,012
469
$39K ﹤0.01%
2,365
+2
470
$39K ﹤0.01%
1,010
+14
471
$39K ﹤0.01%
1,196
+139
472
$38K ﹤0.01%
397
-5
473
$37K ﹤0.01%
2,819
+32
474
$36K ﹤0.01%
406
+4
475
$36K ﹤0.01%
2,377
+4
16 17 18
19
20