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
$951M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$43K

Top Sells

1
+$14.8M
2
+$1.12M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$978K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$911K

Sector Composition

1 Financials 3.96%
2 Healthcare 2.69%
3 Industrials 2.63%
4 Consumer Staples 2.27%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.45%
148,724
-20,860
27
$4.18M 0.44%
70,458
-9,883
28
$4.14M 0.43%
36,870
-5,172
29
$4.09M 0.43%
25,696
-3,604
30
$4.04M 0.42%
304,594
-42,723
31
$3.88M 0.41%
40,291
-5,651
32
$3.67M 0.38%
38,517
-5,403
33
$3.66M 0.38%
30,238
-4,242
34
$3.63M 0.38%
39,857
-5,590
35
$3.6M 0.38%
69,252
-9,713
36
$3.48M 0.36%
65,215
-9,147
37
$3.4M 0.36%
112,560
-15,788
38
$3.37M 0.35%
17,381
-2,438
39
$3.35M 0.35%
36,732
-5,153
40
$3.34M 0.35%
68,680
41
$3.33M 0.35%
17,300
-2,427
42
$3.24M 0.34%
54,896
-7,700
43
$3.22M 0.34%
21,419
-3,004
44
$3.2M 0.34%
23,261
-3,263
45
$3.18M 0.33%
64,180
-9,002
46
$3.12M 0.33%
28,852
-4,046
47
$3.09M 0.32%
104,561
-14,665
48
$3.09M 0.32%
42,696
-5,989
49
$3.08M 0.32%
39,294
-5,512
50
$3.07M 0.32%
68,319
-9,582
1
2
3 4