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
$961M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$8.86M
3 +$260K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$164K

Top Sells

1 +$13.7M
2 +$11.8M
3 +$7.71M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.22M

Sector Composition

1 Financials 4.99%
2 Industrials 3.36%
3 Energy 3.27%
4 Healthcare 3.19%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.51M 0.57%
94,943
-9,510
27
$5.29M 0.55%
42,010
-4,081
28
$5.12M 0.53%
210
29
$4.67M 0.48%
365,572
-41,112
30
$4.66M 0.48%
90,826
-8,802
31
$4.61M 0.48%
51,984
-5,198
32
$4.4M 0.46%
55,975
-5,380
33
$4.32M 0.45%
36,505
-3,468
34
$4.31M 0.45%
87,197
-8,189
35
$4.29M 0.44%
56,945
-5,438
36
$4.15M 0.43%
57,136
-5,763
37
$4.06M 0.42%
93,796
-9,221
38
$4.05M 0.42%
150,529
-15,193
39
$3.93M 0.41%
44,087
-4,958
40
$3.9M 0.4%
23,318
-2,346
41
$3.87M 0.4%
137,421
-14,113
42
$3.86M 0.4%
77,028
-8,663
43
$3.83M 0.4%
23,811
-2,335
44
$3.81M 0.4%
31,830
-3,140
45
$3.77M 0.39%
29,792
-2,891
46
$3.75M 0.39%
77,268
-7,410
47
$3.74M 0.39%
29,385
-2,899
48
$3.72M 0.39%
37,606
-3,667
49
$3.68M 0.38%
75,212
-7,465
50
$3.67M 0.38%
83,115
-9,347