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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$32K ﹤0.01%
476
+409
527
$32K ﹤0.01%
843
+785
528
$31K ﹤0.01%
419
+334
529
$31K ﹤0.01%
829
+788
530
$31K ﹤0.01%
308
+261
531
$31K ﹤0.01%
209
+156
532
$31K ﹤0.01%
+933
533
$31K ﹤0.01%
528
+448
534
$31K ﹤0.01%
1,228
+1,205
535
$30K ﹤0.01%
2,269
+2,245
536
$30K ﹤0.01%
533
+473
537
$30K ﹤0.01%
847
+799
538
$29K ﹤0.01%
3,350
+1,500
539
$29K ﹤0.01%
1,224
+1,174
540
$29K ﹤0.01%
167
+126
541
$29K ﹤0.01%
741
+694
542
$29K ﹤0.01%
951
+813
543
$29K ﹤0.01%
255
+207
544
$29K ﹤0.01%
955
+905
545
$28K ﹤0.01%
633
+593
546
$28K ﹤0.01%
308
+265
547
$28K ﹤0.01%
233
+187
548
$28K ﹤0.01%
534
+487
549
$28K ﹤0.01%
968
+925
550
$28K ﹤0.01%
248
+197
20 21
22
23 24