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
$961M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.86M
3
+$260K
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$164K

Top Sells

1
+$13.7M
2
+$11.8M
3
+$7.71M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.22M

Sector Composition

1 Financials 4.99%
2 Industrials 3.36%
3 Energy 3.27%
4 Healthcare 3.19%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.66M 0.38%
39,709
-3,894
52
$3.63M 0.38%
38,647
-3,678
53
$3.61M 0.37%
53,648
-5,304
54
$3.47M 0.36%
45,833
-4,534
55
$3.44M 0.36%
55,351
-5,301
56
$3.44M 0.36%
62,298
-5,956
57
$3.43M 0.36%
128,574
-12,010
58
$3.41M 0.35%
68,680
-11,266
59
$3.31M 0.34%
37,044
-3,559
60
$3.3M 0.34%
212,140
-17,646
61
$3.28M 0.34%
30,777
-2,963
62
$3.28M 0.34%
133,431
-15,006
63
$3.28M 0.34%
38,248
-3,276
64
$3.27M 0.34%
112,350
-21,100
65
$3.27M 0.34%
77,266
-7,438
66
$3.21M 0.33%
48,337
-4,752
67
$3.19M 0.33%
149,180
-16,777
68
$3.04M 0.32%
35,487
-3,418
69
$2.86M 0.3%
72,801
-6,855
70
$2.86M 0.3%
88,362
-8,637
71
$2.84M 0.29%
28,853
-2,775
72
$2.76M 0.29%
47,573
-4,074
73
$2.59M 0.27%
30,684
-2,930
74
$2.48M 0.26%
62,927
-7,077
75
$2.14M 0.22%
201,669
-19,451
1 2
3
4