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
$962M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.2M
3
+$3.58M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.35M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.26M

Top Sells

1
+$11.6M
2
+$1.4M
3
+$1.36M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
IP icon
International Paper
IP
+$1.19M

Sector Composition

1 Financials 3.15%
2 Healthcare 2.39%
3 Industrials 2.19%
4 Consumer Staples 1.74%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.27%
23,700
-5,152
52
$2.59M 0.27%
35,071
-7,625
53
$2.54M 0.26%
17,594
-3,825
54
$2.45M 0.25%
56,118
-12,201
55
$2.42M 0.25%
22,381
-4,865
56
$2.37M 0.25%
32,277
-7,017
57
$2.34M 0.24%
32,260
-7,013
58
$2.29M 0.24%
49,837
-10,836
59
$2.27M 0.24%
27,593
-6,000
60
$2.21M 0.23%
45,427
-9,877
61
$2.09M 0.22%
19,935
-4,334
62
$2.07M 0.21%
21,660
-4,710
63
$2.04M 0.21%
24,796
-5,391
64
$1.99M 0.21%
36,246
-7,881
65
$1.93M 0.2%
102,099
-22,198
66
$1.88M 0.19%
52,564
-11,429
67
$1.85M 0.19%
17,293
-3,759
68
$1.84M 0.19%
45,267
-9,841
69
$1.8M 0.19%
73,085
-15,890
70
$1.68M 0.17%
43,067
-9,364
71
$1.64M 0.17%
28,922
-6,288
72
$1.55M 0.16%
41,721
-9,070
73
$1.51M 0.16%
22,317
-4,852
74
$1.38M 0.14%
107,385
-23,348
75
$1.34M 0.14%
17,833
-3,877
1 2
3
4