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
551
$27K ﹤0.01%
839
+785
552
$27K ﹤0.01%
201
+161
553
$27K ﹤0.01%
405
+355
554
$27K ﹤0.01%
733
+691
555
$27K ﹤0.01%
214
+165
556
$27K ﹤0.01%
949
+910
557
$27K ﹤0.01%
343
+302
558
$27K ﹤0.01%
725
+682
559
$27K ﹤0.01%
617
+564
560
$26K ﹤0.01%
379
+335
561
$26K ﹤0.01%
121
+68
562
$26K ﹤0.01%
946
+908
563
$26K ﹤0.01%
236
+189
564
$26K ﹤0.01%
176
+126
565
$26K ﹤0.01%
260
+219
566
$25K ﹤0.01%
199
+160
567
$25K ﹤0.01%
399
+359
568
$25K ﹤0.01%
+343
569
$25K ﹤0.01%
+555
570
$25K ﹤0.01%
154
+116
571
$25K ﹤0.01%
1,660
+1,480
572
$24K ﹤0.01%
814
+761
573
$24K ﹤0.01%
1,045
+1,005
574
$24K ﹤0.01%
914
+877
575
$24K ﹤0.01%
303
+262