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
576
$24K ﹤0.01%
248
+207
577
$24K ﹤0.01%
+630
578
$23K ﹤0.01%
393
+351
579
$23K ﹤0.01%
286
+245
580
$22K ﹤0.01%
336
+303
581
$22K ﹤0.01%
300
+262
582
$22K ﹤0.01%
599
+551
583
$21K ﹤0.01%
463
+415
584
$21K ﹤0.01%
976
+946
585
$21K ﹤0.01%
394
+355
586
$21K ﹤0.01%
29
+24
587
$21K ﹤0.01%
522
+484
588
$21K ﹤0.01%
620
+581
589
$20K ﹤0.01%
1,500
+1,441
590
$20K ﹤0.01%
712
+676
591
$19K ﹤0.01%
151
+123
592
$19K ﹤0.01%
438
+405
593
$19K ﹤0.01%
587
+556
594
$19K ﹤0.01%
372
+340
595
$19K ﹤0.01%
381
+344
596
$19K ﹤0.01%
296
+263
597
$19K ﹤0.01%
919
+883
598
$19K ﹤0.01%
+1,083
599
$18K ﹤0.01%
100
+80
600
$18K ﹤0.01%
+2,152
22 23
24
25 26