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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.02M
3 +$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1 +$29.3M
2 +$1.78M
3 +$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$12K ﹤0.01%
134
+7
477
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118
478
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479
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93
+1
480
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429
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482
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47
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483
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$11K ﹤0.01%
92
485
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1,193
+17
486
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462
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36
488
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94
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489
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218
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86
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146
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-7
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271
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237
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$11K ﹤0.01%
149
+19
497
$11K ﹤0.01%
164
-1
498
$10K ﹤0.01%
58
499
$10K ﹤0.01%
422
+5
500
$10K ﹤0.01%
124
-2