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
$1.25B
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$4.06M
3
+$649K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$54.5K

Top Sells

1
+$470K
2
+$455K
3
+$441K
4
TMO icon
Thermo Fisher Scientific
TMO
+$316K
5
V icon
Visa
V
+$247K

Sector Composition

1 Real Estate 8.95%
2 Consumer Discretionary 6.41%
3 Financials 1.57%
4 Healthcare 0.42%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.12%
18,209
27
$1.26M 0.1%
2,483
-623
28
$1.18M 0.09%
15,679
29
$1.16M 0.09%
6,546
-1,392
30
$1.01M 0.08%
12,458
-2,440
31
$963K 0.08%
15,762
-3,087
32
$871K 0.07%
19,690
33
$854K 0.07%
29,120
-5,703
34
$837K 0.07%
12,542
-2,817
35
$834K 0.07%
4,999
-979
36
$822K 0.07%
8,000
37
$792K 0.06%
2,703
-529
38
$757K 0.06%
10,525
-2,061
39
$728K 0.06%
6,742
-1,321
40
$691K 0.06%
3,410
-667
41
$673K 0.05%
17,367
-3,401
42
$619K 0.05%
6,400
-1,253
43
$615K 0.05%
6,577
-1,824
44
$613K 0.05%
6,410
+1,490
45
$609K 0.05%
10,602
-2,076
46
$559K 0.04%
5,918
-1,159
47
$521K 0.04%
8,546
-1,674
48
$504K 0.04%
6,667
-1,021
49
$498K 0.04%
3,695
-724
50
$482K 0.04%
6,534
-1,015
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