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
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$222 ﹤0.01%
68
-38
477
$206 ﹤0.01%
+53
478
$192 ﹤0.01%
27
-65
479
$172 ﹤0.01%
+40
480
$115 ﹤0.01%
66
+10
481
$113 ﹤0.01%
1,850
-900
482
$100 ﹤0.01%
6
-94
483
$100 ﹤0.01%
4
-100
484
$100 ﹤0.01%
20
-80
485
$100 ﹤0.01%
2
-98
486
$100 ﹤0.01%
4
-96
487
$30 ﹤0.01%
1
-29
488
– –
-13,220
489
– –
-3,200
490
– –
-6,000
491
– –
-1,407
492
– –
-182
493
– –
-10
494
– –
-1,500
495
– –
-3,000
496
– –
-1,000
497
– –
-12,000
498
– –
-750
499
– –
-209
16 17 18 19
20