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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 0.31%
58,594
-29,721
27
$2.98M 0.29%
17,438
+139
28
$2.98M 0.29%
92,337
-40,004
29
$2.97M 0.29%
52,254
-24,815
30
$2.94M 0.29%
35,874
+2,625
31
$2.88M 0.29%
93,300
-1,550
32
$2.76M 0.27%
21,251
-64
33
$2.54M 0.25%
24,175
-1,526
34
$2.47M 0.24%
25,847
-286
35
$2.34M 0.23%
78,962
+11,303
36
$2.14M 0.21%
43,900
+460
37
$2.13M 0.21%
44,420
+860
38
$2.13M 0.21%
69,961
-36,750
39
$2.12M 0.21%
18,027
+2,384
40
$2.08M 0.21%
42,086
+7,405
41
$2.04M 0.2%
22,476
+1,774
42
$2.03M 0.2%
52,829
+10,829
43
$2.02M 0.2%
10,703
-1,259
44
$2.01M 0.2%
20,447
-476
45
$2.01M 0.2%
14,809
-1,156
46
$1.97M 0.19%
58,178
+5,572
47
$1.94M 0.19%
57,833
+3,694
48
$1.87M 0.19%
16,168
+1,700
49
$1.85M 0.18%
23,868
-1,799
50
$1.84M 0.18%
38,138
-1,715
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