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
$1.41B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15M
3
+$9.35M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M
5
UNP icon
Union Pacific
UNP
+$97.7K

Top Sells

1
+$3.31M
2
+$3M
3
+$2.01M
4
BXP icon
Boston Properties
BXP
+$1.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$336K

Sector Composition

1 Real Estate 8.14%
2 Consumer Discretionary 5.71%
3 Financials 1.29%
4 Healthcare 0.38%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 0.19%
31,558
27
$1.91M 0.14%
21,552
28
$1.38M 0.1%
6,135
-119
29
$1.27M 0.09%
18,209
30
$1.27M 0.09%
2,205
-134
31
$1.15M 0.08%
19,240
32
$1.11M 0.08%
13,764
+1,090
33
$1.05M 0.07%
27,783
34
$893K 0.06%
11,638
35
$892K 0.06%
4,678
36
$866K 0.06%
9,350
37
$812K 0.06%
7,855
+655
38
$805K 0.06%
16,133
39
$781K 0.06%
2,394
40
$736K 0.05%
6,257
41
$683K 0.05%
2,398
-842
42
$603K 0.04%
6,582
+1,000
43
$594K 0.04%
11,374
+1,528
44
$591K 0.04%
5,851
45
$582K 0.04%
3,540
46
$572K 0.04%
5,072
-1,032
47
$562K 0.04%
5,634
48
$539K 0.04%
18,925
49
$509K 0.04%
6,251
50
$494K 0.04%
3,713
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2
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