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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Limited
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.41%
42,570
+31,085
27
$1.8M 0.4%
6,579
-893
28
$1.79M 0.4%
62,491
+8,544
29
$1.78M 0.39%
25,546
+5,034
30
$1.74M 0.38%
43,585
-7,558
31
$1.74M 0.38%
24,748
-3,380
32
$1.72M 0.38%
12,729
-1,798
33
$1.71M 0.38%
39,468
+39,176
34
$1.67M 0.37%
63,302
+61,209
35
$1.63M 0.36%
17,886
-1,967
36
$1.6M 0.35%
30,920
-5,070
37
$1.59M 0.35%
30,817
-3,000
38
$1.58M 0.35%
49,764
-14,470
39
$1.55M 0.34%
12,625
-1,431
40
$1.55M 0.34%
23,380
+5,494
41
$1.54M 0.34%
26,122
-13,637
42
$1.54M 0.34%
13,075
-8,074
43
$1.48M 0.33%
23,108
-7,769
44
$1.46M 0.32%
73,098
+10,353
45
$1.46M 0.32%
46,713
-23,620
46
$1.44M 0.32%
18,814
-3,645
47
$1.41M 0.31%
8,896
-1,378
48
$1.41M 0.31%
26,135
+2,823
49
$1.4M 0.31%
18,048
-10,320
50
$1.39M 0.31%
73,281
+71,229
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