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
$1.12B
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$16.4M
3
+$16.3M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$10.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$9.31M

Top Sells

1
+$13.9M
2
+$13.6M
3
+$8.11M
4
HALO icon
Halozyme
HALO
+$7.74M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.99M

Sector Composition

1 Technology 6.93%
2 Financials 6.57%
3 Healthcare 6.03%
4 Industrials 4.74%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.8M 0.51%
39,050
-11,308
52
$5.77M 0.51%
63,754
-18,206
53
$5.76M 0.51%
117,243
-34,810
54
$5.74M 0.51%
383,173
-516,375
55
$5.71M 0.51%
48,177
-13,970
56
$5.64M 0.5%
212,254
-60,170
57
$5.55M 0.49%
79,024
-22,934
58
$5.24M 0.46%
104,042
-34,756
59
$5.23M 0.46%
109,569
-31,820
60
$5.14M 0.45%
210
61
$5.05M 0.45%
122,350
-35,659
62
$5.03M 0.44%
61,219
-19,254
63
$4.96M 0.44%
97,209
-28,266
64
$4.95M 0.44%
59,649
-17,463
65
$4.9M 0.43%
129,673
-37,250
66
$4.88M 0.43%
48,722
-14,205
67
$4.87M 0.43%
58,758
-17,100
68
$4.87M 0.43%
112,263
-37,505
69
$4.62M 0.41%
59,548
-19,894
70
$4.45M 0.39%
141,805
-41,362
71
$4.26M 0.38%
48,927
-14,176
72
$4.25M 0.38%
67,220
-19,570
73
$4.24M 0.37%
201,497
-67,314
74
$4.22M 0.37%
46,358
-13,431
75
$4.21M 0.37%
290,421
-84,626
1 2
3
4