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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$388 ﹤0.01%
23
-163
452
$387 ﹤0.01%
67
-117
453
$382 ﹤0.01%
60
-124
454
$381 ﹤0.01%
1,410
-1,395
455
$381 ﹤0.01%
45
-141
456
$375 ﹤0.01%
441
-96
457
$370 ﹤0.01%
48
-322
458
$359 ﹤0.01%
150
-21
459
$359 ﹤0.01%
49
-123
460
$355 ﹤0.01%
74
-97
461
$352 ﹤0.01%
53
-116
462
$351 ﹤0.01%
121
-47
463
$338 ﹤0.01%
40
-121
464
$332 ﹤0.01%
39
-120
465
$324 ﹤0.01%
50
-108
466
$300 ﹤0.01%
72
-72
467
$288 ﹤0.01%
67
-70
468
$283 ﹤0.01%
59
-78
469
$282 ﹤0.01%
41
-97
470
$265 ﹤0.01%
54
-74
471
$258 ﹤0.01%
38
-88
472
$252 ﹤0.01%
28
-92
473
$240 ﹤0.01%
22
-96
474
$240 ﹤0.01%
+58
475
$222 ﹤0.01%
462
+355
16 17 18
19
20