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
$984M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.32M
3
+$4.26M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.77M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$1.16M

Top Sells

1
+$15.6M
2
+$13.7M
3
+$10.3M
4
ARO
Aeropostale Inc
ARO
+$9.85M
5
SGI
Silicon Graphics Intl.
SGI
+$7.33M

Sector Composition

1 Financials 5.26%
2 Healthcare 4.71%
3 Industrials 3.71%
4 Technology 3.7%
5 Energy 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.7M 0.67%
256,349
-77,881
27
$6.59M 0.66%
160,135
-1,275
28
$5.96M 0.6%
104,453
-31,834
29
$5.72M 0.57%
46,091
-23,575
30
$5.67M 0.57%
113,427
-24,291
31
$5.5M 0.55%
406,684
-140,502
32
$5.14M 0.51%
210
33
$5.06M 0.51%
57,182
-26,042
34
$4.95M 0.5%
61,355
-27,411
35
$4.93M 0.49%
39,973
-24,570
36
$4.89M 0.49%
99,628
-47,444
37
$4.77M 0.48%
95,386
-29,746
38
$4.67M 0.47%
62,383
-28,421
39
$4.63M 0.46%
62,899
-27,595
40
$4.62M 0.46%
151,534
-75,006
41
$4.55M 0.46%
85,691
-18,351
42
$4.53M 0.45%
165,722
-67,586
43
$4.42M 0.44%
103,017
-46,600
44
$4.4M 0.44%
84,678
-50,875
45
$4.31M 0.43%
43,603
-21,517
46
$4.27M 0.43%
26,146
-12,904
47
$4.27M 0.43%
49,045
-10,503
48
$4.21M 0.42%
25,664
-10,605
49
$4.1M 0.41%
58,952
-26,113
50
$4.08M 0.41%
32,683
-15,494
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