SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$934M
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$79.9M
3
+$38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$29.2M

Top Sells

1
+$107K
2
+$70.7K
3
+$59.2K
4
STT.PRD
State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
STT.PRD
+$50K
5
MS.PRE icon
Morgan Stanley Series E Preferred Stock
MS.PRE
+$30K

Sector Composition

1 Healthcare 2.92%
2 Financials 2.36%
3 Industrials 2.12%
4 Communication Services 2.01%
5 Technology 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28K ﹤0.01%
597
+595
477
$20K ﹤0.01%
479
+478
478
$19K ﹤0.01%
100
+84
479
$16K ﹤0.01%
1,000
+981
480
$12K ﹤0.01%
875
+874
481
$5K ﹤0.01%
100
+96
482
$4K ﹤0.01%
100
+96
483
$4K ﹤0.01%
144
+138
484
$2K ﹤0.01%
100
+98
485
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