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
$951M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$43K

Top Sells

1
+$14.8M
2
+$1.12M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$978K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$911K

Sector Composition

1 Financials 3.96%
2 Healthcare 2.69%
3 Industrials 2.63%
4 Consumer Staples 2.27%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.32%
33,593
-4,712
52
$2.88M 0.3%
27,246
-3,822
53
$2.81M 0.29%
111,174
-15,594
54
$2.79M 0.29%
21,477
-3,012
55
$2.77M 0.29%
60,673
-8,509
56
$2.71M 0.28%
39,273
-5,509
57
$2.68M 0.28%
108,900
-1,200
58
$2.59M 0.27%
55,304
-7,757
59
$2.53M 0.27%
124,297
-17,434
60
$2.49M 0.26%
26,370
-3,699
61
$2.48M 0.26%
63,993
-8,976
62
$2.43M 0.25%
21,052
-3,985
63
$2.39M 0.25%
44,127
-6,190
64
$2.33M 0.24%
55,108
-7,730
65
$2.29M 0.24%
30,187
-4,235
66
$2.29M 0.24%
24,269
-3,404
67
$2.26M 0.24%
88,975
-12,480
68
$2.17M 0.23%
35,210
-4,939
69
$2.04M 0.21%
69,755
70
$2.04M 0.21%
52,431
-7,354
71
$2.02M 0.21%
50,791
-7,123
72
$2.01M 0.21%
27,169
-3,811
73
$1.8M 0.19%
130,733
-18,337
74
$1.77M 0.19%
21,710
-3,045
75
$1.75M 0.18%
25,323
-3,552
1 2
3
4