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
$962M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.2M
3
+$3.58M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.35M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.26M

Top Sells

1
+$11.6M
2
+$1.4M
3
+$1.36M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
IP icon
International Paper
IP
+$1.19M

Sector Composition

1 Financials 3.15%
2 Healthcare 2.39%
3 Industrials 2.19%
4 Consumer Staples 1.74%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.43%
48,846
-10,620
27
$4.05M 0.42%
83,086
+14,406
28
$3.87M 0.4%
57,875
-12,583
29
$3.82M 0.4%
69,782
-15,171
30
$3.42M 0.35%
33,096
-7,195
31
$3.37M 0.35%
21,107
-4,589
32
$3.35M 0.35%
52,718
-11,462
33
$3.31M 0.34%
122,163
-26,561
34
$3.18M 0.33%
30,285
-6,585
35
$3.15M 0.33%
31,638
-6,879
36
$2.96M 0.31%
53,569
-11,646
37
$2.95M 0.31%
24,838
-5,400
38
$2.91M 0.3%
45,092
-9,804
39
$2.88M 0.3%
14,211
-3,089
40
$2.83M 0.29%
85,888
-18,673
41
$2.81M 0.29%
92,458
-20,102
42
$2.81M 0.29%
30,172
-6,560
43
$2.78M 0.29%
106,900
-2,000
44
$2.7M 0.28%
56,884
-12,368
45
$2.68M 0.28%
14,277
-3,104
46
$2.68M 0.28%
32,739
-7,118
47
$2.65M 0.27%
17,642
-3,835
48
$2.63M 0.27%
19,107
-4,154
49
$2.63M 0.27%
87,109
+17,354
50
$2.6M 0.27%
91,320
-19,854
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