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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
234
+2
477
$6K ﹤0.01%
112
478
$6K ﹤0.01%
46
479
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-4
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-7
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$5K ﹤0.01%
24
482
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483
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35
484
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80
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486
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43
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487
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56
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252
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489
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$5K ﹤0.01%
93
-5,399
491
$5K ﹤0.01%
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133
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100
494
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96
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$5K ﹤0.01%
451
-17
496
$5K ﹤0.01%
147
497
$4K ﹤0.01%
120
-3
498
$4K ﹤0.01%
78
499
$4K ﹤0.01%
215
-10
500
$4K ﹤0.01%
233
-4
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