SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
64
-1
552
$8K ﹤0.01%
130
-10
553
$8K ﹤0.01%
52
554
$8K ﹤0.01%
662
-5
555
$8K ﹤0.01%
209
+2
556
$8K ﹤0.01%
89
+1
557
$7K ﹤0.01%
232
-6
558
$7K ﹤0.01%
124
-4
559
$7K ﹤0.01%
49
560
$7K ﹤0.01%
34
561
$7K ﹤0.01%
281
+1
562
$7K ﹤0.01%
131
-3
563
$7K ﹤0.01%
96
-3
564
$7K ﹤0.01%
45
565
$7K ﹤0.01%
269
-42
566
$7K ﹤0.01%
291
+6
567
$7K ﹤0.01%
196
+8
568
$6K ﹤0.01%
908
-23
569
$6K ﹤0.01%
50
570
$6K ﹤0.01%
138
-18
571
$6K ﹤0.01%
342
-3
572
$6K ﹤0.01%
219
+2
573
$6K ﹤0.01%
100
574
$6K ﹤0.01%
133
575
$6K ﹤0.01%
50
21 22
23
24 25