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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$44K 0.01%
2,991
+2,747
452
$44K 0.01%
715
+648
453
$43K 0.01%
936
+668
454
$43K 0.01%
1,129
+1,029
455
$43K 0.01%
179
+107
456
$43K 0.01%
423
+345
457
$42K 0.01%
465
+389
458
$41K 0.01%
844
+754
459
$41K 0.01%
326
+262
460
$41K 0.01%
604
+536
461
$41K 0.01%
213
+139
462
$41K 0.01%
143
+85
463
$40K 0.01%
387
+323
464
$40K 0.01%
228
+168
465
$40K 0.01%
367
+305
466
$40K 0.01%
+242
467
$40K 0.01%
69
+3
468
$40K 0.01%
696
+621
469
$39K 0.01%
819
+754
470
$39K 0.01%
387
+318
471
$39K 0.01%
328
+266
472
$39K 0.01%
389
+324
473
$39K 0.01%
766
+691
474
$39K 0.01%
1,358
+1,276
475
$38K 0.01%
1,067
+999
17 18
19
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