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
$1.1B
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.59M
3
+$2.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.74M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.36M

Top Sells

1
+$31.8M
2
+$20.5M
3
+$17.7M
4
IN
INTERMEC, INC.
IN
+$3.19M
5
SPLK
Splunk Inc
SPLK
+$3.09M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.32%
3 Financials 7.65%
4 Energy 5.89%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.41M 0.57%
303,220
-17,616
52
$6.39M 0.57%
162,960
53
$6.34M 0.57%
189,673
-11,306
54
$6.32M 0.57%
125,475
-7,458
55
$6.11M 0.55%
80,473
-4,797
56
$6.03M 0.54%
75,858
-4,506
57
$5.99M 0.54%
158,009
-9,375
58
$5.96M 0.53%
77,112
-4,560
59
$5.96M 0.53%
166,923
-10,012
60
$5.76M 0.52%
79,442
-4,215
61
$5.68M 0.51%
62,927
-3,733
62
$5.55M 0.5%
86,790
-5,154
63
$5.52M 0.49%
149,768
-7,947
64
$5.46M 0.49%
63,103
-3,760
65
$5.36M 0.48%
59,789
-3,564
66
$5.14M 0.46%
210
-838
67
$5.11M 0.46%
73,472
-4,376
68
$4.98M 0.45%
375,047
-22,257
69
$4.94M 0.44%
183,167
-10,862
70
$4.85M 0.43%
268,811
-14,264
71
$4.8M 0.43%
417,079
-24,821
72
$4.74M 0.42%
138,798
-7,365
73
$4.67M 0.42%
240,433
-12,758
74
$4.5M 0.4%
69,776
-4,144
75
$3.94M 0.35%
+122,924
1 2
3
4 5