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
576
$24K ﹤0.01%
307
+4
577
$24K ﹤0.01%
336
578
$24K ﹤0.01%
608
+9
579
$24K ﹤0.01%
261
+1
580
$23K ﹤0.01%
248
581
$23K ﹤0.01%
617
582
$23K ﹤0.01%
377
+5
583
$23K ﹤0.01%
632
+12
584
$22K ﹤0.01%
387
+6
585
$21K ﹤0.01%
399
+6
586
$21K ﹤0.01%
463
587
$21K ﹤0.01%
153
+2
588
$21K ﹤0.01%
178
+2
589
$20K ﹤0.01%
360
+6
590
$20K ﹤0.01%
298
+2
591
$19K ﹤0.01%
3,235
+37
592
$19K ﹤0.01%
774
-40
593
$19K ﹤0.01%
528
+6
594
$19K ﹤0.01%
315
-3
595
$18K ﹤0.01%
996
+20
596
$18K ﹤0.01%
895
-24
597
$18K ﹤0.01%
729
+17
598
$18K ﹤0.01%
439
+1
599
$17K ﹤0.01%
100
600
$17K ﹤0.01%
595
+8
22 23
24
25 26