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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.78M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$29K 0.01%
745
+12
552
$29K 0.01%
842
+13
553
$29K 0.01%
31
+2
554
$29K 0.01%
262
+7
555
$28K 0.01%
239
+6
556
$28K 0.01%
949
+3
557
$28K 0.01%
874
+35
558
$28K 0.01%
155
+1
559
$28K 0.01%
982
+14
560
$28K 0.01%
252
+4
561
$27K ﹤0.01%
558
+3
562
$27K ﹤0.01%
1,215
-9
563
$27K ﹤0.01%
957
+6
564
$27K ﹤0.01%
348
+5
565
$27K ﹤0.01%
538
+4
566
$26K ﹤0.01%
1,545
+45
567
$25K ﹤0.01%
350
-29
568
$25K ﹤0.01%
201
+2
569
$25K ﹤0.01%
288
+2
570
$25K ﹤0.01%
398
+4
571
$25K ﹤0.01%
999
+85
572
$25K ﹤0.01%
939
+6
573
$24K ﹤0.01%
466
-246
574
$24K ﹤0.01%
1,053
+8
575
$24K ﹤0.01%
1,205
-111
21 22
23
24 25