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
$1.31B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$483K
3
+$70.1K
4
IFF icon
International Flavors & Fragrances
IFF
+$66.3K
5
FIS icon
Fidelity National Information Services
FIS
+$31.3K

Top Sells

1
+$3.63M
2
+$549K
3
+$527K
4
MCHP icon
Microchip Technology
MCHP
+$376K
5
CTSH icon
Cognizant
CTSH
+$224K

Sector Composition

1 Real Estate 8.63%
2 Consumer Discretionary 6.59%
3 Financials 1.33%
4 Healthcare 0.42%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.1%
6,254
-292
27
$1.3M 0.1%
2,339
-144
28
$1.06M 0.08%
15,679
29
$1.01M 0.08%
4,678
-321
30
$991K 0.08%
12,674
+216
31
$977K 0.07%
27,783
-1,337
32
$951K 0.07%
19,240
-450
33
$873K 0.07%
11,638
-904
34
$845K 0.06%
8,000
35
$827K 0.06%
2,394
-309
36
$824K 0.06%
9,846
-679
37
$796K 0.06%
3,240
-170
38
$769K 0.06%
9,350
-6,412
39
$751K 0.06%
16,133
-1,234
40
$747K 0.06%
6,257
-485
41
$712K 0.05%
10,842
-55,350
42
$646K 0.05%
5,851
-549
43
$639K 0.05%
7,200
+790
44
$620K 0.05%
6,104
-473
45
$589K 0.05%
5,582
+629
46
$526K 0.04%
3,540
-155
47
$495K 0.04%
2,533
-237
48
$492K 0.04%
5,634
-284
49
$486K 0.04%
7,126
+459
50
$479K 0.04%
6,251
-283
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