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
626
– –
-3,652
627
– –
-1,805
628
– –
-1,974
629
– –
-10,689
630
– –
-489
631
– –
-10,287
632
– –
-1,083
633
– –
-2,152
634
– –
-5,482
635
– –
-10,142
636
– –
-964
637
– –
-2,035
638
– –
-3,322
639
– –
-1,046,600
640
– –
-630
641
– –
-5,770
642
– –
-39,378
643
– –
-617
644
– –
-1,208
645
– –
-428
646
– –
-10,012
647
– –
-1,854
648
– –
-343
649
– –
-1,715
22 23 24 25
26