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 2.09%
4 Technology 2.01%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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527
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528
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-6
529
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530
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-3
531
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-5
532
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533
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534
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-2,508
535
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536
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537
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-2
539
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540
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541
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542
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543
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-1,520
544
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