SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$75K 0.67%
1,400
-77,650
27
$72.3K 0.65%
1,391
-64,878
28
$67.1K 0.6%
2,084
-90,253
29
$65K 0.58%
2,431
-53,037
30
$64.4K 0.58%
2,117
-58,919
31
$63.7K 0.57%
4,296
-84,310
32
$62.6K 0.56%
1,772
-36,955
33
$61.7K 0.55%
2,097
-55,444
34
$59.9K 0.53%
2,565
-56,412
35
$59.2K 0.53%
15,705
-68,574
36
$56.6K 0.51%
1,932
-36,912
37
$54.4K 0.49%
1,489
-48,026
38
$53.9K 0.48%
1,458
-68,503
39
$52.3K 0.47%
2,501
-48,455
40
$46.5K 0.42%
2,076
-35,701
41
$45.4K 0.41%
830
-42,468
42
$43.9K 0.39%
1,906
-32,036
43
$42.4K 0.38%
2,144
-56,450
44
$37.9K 0.34%
1,377
-1,423
45
$37.6K 0.34%
2,141
-50,113
46
$36.3K 0.32%
1,799
-22,078
47
$35.7K 0.32%
4,842
-39,611
48
$35.6K 0.32%
2,659
-23,270
49
$35.4K 0.32%
1,924
-21,442
50
$35.1K 0.31%
3,206
-13,705
1
2
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