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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Ltd
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18K ﹤0.01%
238
-155
527
$18K ﹤0.01%
229
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528
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131
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529
$18K ﹤0.01%
636
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530
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531
$18K ﹤0.01%
188
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532
$18K ﹤0.01%
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533
$17K ﹤0.01%
502
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534
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126
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535
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536
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537
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539
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980
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540
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544
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602
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$16K ﹤0.01%
129
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548
$16K ﹤0.01%
490
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549
$16K ﹤0.01%
136
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550
$16K ﹤0.01%
1,634
-4,168
20 21
22
23 24