SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
45
-6
502
$2K ﹤0.01%
121
-3
503
$2K ﹤0.01%
98
+4
504
$2K ﹤0.01%
159
-9
505
$2K ﹤0.01%
122
-5
506
$2K ﹤0.01%
476
-6
507
$2K ﹤0.01%
78
508
$2K ﹤0.01%
236
+4
509
$2K ﹤0.01%
29
-1
510
$1K ﹤0.01%
73
+1
511
$1K ﹤0.01%
100
512
$1K ﹤0.01%
111
-6
513
$1K ﹤0.01%
108
-5
514
– –
-180
515
– –
-92
516
– –
-20,478
517
– –
-530
518
– –
-63
519
– –
-7,125
520
– –
-370
521
– –
-93
522
– –
-36,560
523
– –
-227
17 18 19 20
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