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
601
$18K ﹤0.01%
+725
602
$18K ﹤0.01%
3,198
+2,980
603
$17K ﹤0.01%
321
+296
604
$16K ﹤0.01%
355
+328
605
$16K ﹤0.01%
1,038
+1,010
606
$16K ﹤0.01%
291
+271
607
$16K ﹤0.01%
318
+292
608
$16K ﹤0.01%
541
+519
609
$15K ﹤0.01%
144
+122
610
$15K ﹤0.01%
650
+621
611
$15K ﹤0.01%
933
+912
612
$15K ﹤0.01%
232
+209
613
$15K ﹤0.01%
+428
614
$15K ﹤0.01%
387
+363
615
$14K ﹤0.01%
328
+307
616
$14K ﹤0.01%
354
+328
617
$14K ﹤0.01%
405
+381
618
$14K ﹤0.01%
580
+552
619
$12K ﹤0.01%
424
+409
620
$11K ﹤0.01%
510
+498
621
$11K ﹤0.01%
+503
622
$10K ﹤0.01%
260
+238
623
$5K ﹤0.01%
100
+94
624
$5K ﹤0.01%
330
+321
625
$4K ﹤0.01%
104
+100
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25
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