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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$46K 0.01%
215
+2
452
$45K 0.01%
181
+2
453
$45K 0.01%
126
-283
454
$45K 0.01%
+2,761
455
$45K 0.01%
392
+5
456
$45K 0.01%
493
457
$45K 0.01%
146
+3
458
$45K 0.01%
460
+11
459
$44K 0.01%
716
-6,453
460
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429
+6
461
$44K 0.01%
666
+8
462
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+26
463
$44K 0.01%
600
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464
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156
+1
465
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230
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467
$43K 0.01%
475
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470
$43K 0.01%
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-76,956
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312
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320
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474
$42K 0.01%
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475
$41K 0.01%
443
+2
17 18
19
20 21