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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5K 0.16%
168
-9,447
27
$12K 0.13%
+183
28
$10.5K 0.12%
250
-2,775
29
$9.43K 0.11%
+329
30
$9.29K 0.1%
+229
31
$8.91K 0.1%
+194
32
$8.72K 0.1%
491
-6,052
33
$8.36K 0.09%
+248
34
$8.08K 0.09%
+244
35
$8.07K 0.09%
276
-7,414
36
$7.25K 0.08%
+263
37
$7.25K 0.08%
+218
38
$6.4K 0.07%
+208
39
$6.24K 0.07%
+193
40
$6.03K 0.07%
+205
41
$6.01K 0.07%
321
-5,213
42
$5.57K 0.06%
231
-3,822
43
$5.44K 0.06%
+120
44
$5.39K 0.06%
+268
45
$5.01K 0.06%
281
-9,081
46
$4.93K 0.06%
+156
47
$4.75K 0.05%
31
-2,193
48
$4.59K 0.05%
+440
49
$4.5K 0.05%
+221
50
$4.38K 0.05%
270
-2,976
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