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
576
$6K ﹤0.01%
291
+6
577
$6K ﹤0.01%
309
-7
578
$6K ﹤0.01%
237
579
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145
-4
580
$6K ﹤0.01%
110
+1
581
$5K ﹤0.01%
114
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80
-22
583
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107
+1
584
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298
+3
585
$5K ﹤0.01%
61
-1
586
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97
587
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127
+1
588
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172
589
$5K ﹤0.01%
156
-5
590
$4K ﹤0.01%
233
+4
591
$4K ﹤0.01%
104
592
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132
+1
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90
+1
594
$4K ﹤0.01%
29
595
$4K ﹤0.01%
215
-20
596
$4K ﹤0.01%
107
-12,929
597
$4K ﹤0.01%
251
598
$4K ﹤0.01%
315
+3
599
$4K ﹤0.01%
43
600
$4K ﹤0.01%
174
-5
22 23
24
25 26