SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
33
+1
452
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136
453
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47
-1
454
$5K ﹤0.01%
+189
455
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155
456
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118
-2
457
$5K ﹤0.01%
403
+17
458
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+140
459
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234
+1
460
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303
+74
461
$4K ﹤0.01%
36
462
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80
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172
464
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240
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465
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49
-5
466
$4K ﹤0.01%
36
467
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25
468
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22
469
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202
+2
470
$4K ﹤0.01%
36
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471
$4K ﹤0.01%
198
-10
472
$4K ﹤0.01%
146
-4
473
$4K ﹤0.01%
80
-4
474
$4K ﹤0.01%
69
-1
475
$4K ﹤0.01%
92
17 18
19
20 21