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
$936M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$41.1K

Top Sells

1 +$7.8M
2 +$2.42M
3 +$943K
4
TLM
TALISMAN ENERGY INC
TLM
+$909K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$813K

Sector Composition

1 Financials 3.35%
2 Healthcare 2.48%
3 Industrials 2.15%
4 Consumer Staples 1.8%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.46M 0.26%
19,107
52
$2.45M 0.26%
35,071
53
$2.45M 0.26%
17,642
54
$2.44M 0.26%
56,118
55
$2.42M 0.26%
27,593
56
$2.4M 0.26%
17,594
57
$2.33M 0.25%
49,837
58
$2.27M 0.24%
19,935
59
$2.27M 0.24%
23,700
60
$2.16M 0.23%
22,381
61
$2.13M 0.23%
102,099
62
$2.12M 0.23%
45,427
63
$2.04M 0.22%
52,564
64
$2.02M 0.22%
24,796
65
$2.02M 0.22%
21,660
66
$1.97M 0.21%
36,246
67
$1.96M 0.21%
73,085
68
$1.83M 0.2%
17,293
69
$1.78M 0.19%
45,267
70
$1.74M 0.18%
43,067
71
$1.6M 0.17%
28,922
72
$1.58M 0.17%
41,721
73
$1.49M 0.16%
22,317
74
$1.43M 0.15%
17,833
75
$1.42M 0.15%
107,385