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
$936M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$41.1K

Top Sells

1
+$7.8M
2
+$2.42M
3
+$943K
4
TLM
TALISMAN ENERGY INC
TLM
+$909K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$813K

Sector Composition

1 Financials 3.35%
2 Healthcare 2.48%
3 Industrials 2.15%
4 Consumer Staples 1.8%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.46%
69,782
27
$4.06M 0.43%
48,846
28
$4.03M 0.43%
57,875
29
$4.02M 0.43%
83,086
30
$3.68M 0.39%
122,163
31
$3.47M 0.37%
33,096
32
$3.3M 0.35%
52,718
33
$3.24M 0.34%
21,107
34
$3.16M 0.34%
24,838
35
$3.08M 0.33%
31,638
36
$3.02M 0.32%
92,458
37
$3M 0.32%
45,092
38
$2.98M 0.32%
14,277
39
$2.92M 0.31%
30,285
40
$2.89M 0.31%
30,172
41
$2.76M 0.29%
53,569
42
$2.75M 0.29%
106,900
43
$2.74M 0.29%
56,884
44
$2.73M 0.29%
85,888
45
$2.69M 0.29%
32,260
46
$2.64M 0.28%
14,211
47
$2.56M 0.27%
32,739
48
$2.55M 0.27%
87,109
49
$2.5M 0.27%
91,320
50
$2.48M 0.26%
32,277
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