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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.34%
97,407
+93,566
27
$2.33M 0.33%
90,323
+88,223
28
$2.31M 0.33%
27,962
+25,303
29
$2.27M 0.32%
64,868
+62,751
30
$2.25M 0.32%
44,791
+42,290
31
$2.23M 0.32%
26,689
+24,874
32
$2.21M 0.31%
35,172
+33,248
33
$2.2M 0.31%
61,290
+59,193
34
$2.18M 0.31%
50,732
+48,167
35
$2.09M 0.3%
45,108
+43,032
36
$2.08M 0.3%
15,677
+13,378
37
$2.06M 0.29%
36,174
+34,375
38
$2.06M 0.29%
153,553
+151,806
39
$2.06M 0.29%
20,864
+17,658
40
$2.04M 0.29%
16,171
+13,933
41
$1.97M 0.28%
57,124
+54,693
42
$1.93M 0.27%
25,304
+21,660
43
$1.91M 0.27%
14,312
+11,876
44
$1.9M 0.27%
17,874
+15,893
45
$1.89M 0.27%
170,921
+168,946
46
$1.84M 0.26%
45,512
+41,906
47
$1.83M 0.26%
27,906
+26,064
48
$1.83M 0.26%
10,756
+9,026
49
$1.8M 0.26%
22,793
+20,940
50
$1.8M 0.26%
7,929
+6,304
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