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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.44%
21,010
+146
27
$2.4M 0.44%
44,967
+176
28
$2.38M 0.43%
27,953
-9
29
$2.33M 0.42%
15,515
-162
30
$2.27M 0.41%
15,694
+1,382
31
$2.21M 0.4%
64,069
-799
32
$2.2M 0.4%
18,815
+941
33
$2.08M 0.38%
25,513
+7,371
34
$2.05M 0.37%
77,742
-12,581
35
$2.03M 0.37%
48,505
-8,619
36
$2.02M 0.37%
25,304
37
$2.01M 0.36%
31,244
-3,928
38
$2M 0.36%
68,410
+6,305
39
$1.98M 0.36%
32,842
+8,343
40
$1.95M 0.35%
19,845
+45
41
$1.9M 0.34%
7,798
-661
42
$1.88M 0.34%
22,562
+2,354
43
$1.83M 0.33%
33,636
-2,538
44
$1.81M 0.33%
51,162
+1,404
45
$1.8M 0.33%
32,578
-1,563
46
$1.78M 0.32%
192,207
+21,286
47
$1.77M 0.32%
40,525
-4,583
48
$1.74M 0.32%
37,625
+391
49
$1.74M 0.31%
21,684
-1,109
50
$1.73M 0.31%
24,560
+3,259
1
2
3 4 5