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
$1.1B
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.59M
3
+$2.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.74M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.36M

Top Sells

1
+$31.8M
2
+$20.5M
3
+$17.7M
4
IN
INTERMEC, INC.
IN
+$3.19M
5
SPLK
Splunk Inc
SPLK
+$3.09M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.32%
3 Financials 7.65%
4 Energy 5.89%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.26M 0.83%
178,333
-10,126
27
$8.94M 0.8%
183,726
-9,749
28
$8.66M 0.78%
114,605
-6,806
29
$8.53M 0.76%
107,744
-6,341
30
$8.16M 0.73%
171,364
+14,100
31
$8.11M 0.73%
95,810
-5,710
32
$8.1M 0.72%
175,004
-10,395
33
$8.07M 0.72%
296,108
-16,873
34
$7.96M 0.71%
117,365
-6,866
35
$7.45M 0.67%
47,106
-2,743
36
$7.26M 0.65%
61,775
-3,670
37
$7.24M 0.65%
110,110
-6,484
38
$7.09M 0.64%
152,053
-8,896
39
$7.08M 0.63%
193,462
-11,432
40
$7.05M 0.63%
62,147
-3,702
41
$7M 0.63%
162,707
-9,437
42
$6.96M 0.62%
272,424
-16,497
43
$6.95M 0.62%
81,960
-4,937
44
$6.68M 0.6%
66,916
-3,976
45
$6.65M 0.59%
117,112
-6,980
46
$6.6M 0.59%
101,958
-6,068
47
$6.59M 0.59%
1,675,936
-99,064
48
$6.47M 0.58%
83,976
-5,007
49
$6.42M 0.57%
50,358
-3,002
50
$6.42M 0.57%
141,389
-8,412
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