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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.24K 0.05%
+120
52
$4.19K 0.05%
+184
53
$4.18K 0.05%
+260
54
$4K 0.04%
+260
55
$3.8K 0.04%
+238
56
$3.8K 0.04%
212
-2,377
57
$3.58K 0.04%
+242
58
$3.38K 0.04%
284
-2,647
59
$3.23K 0.04%
+192
60
$3.18K 0.04%
+213
61
$3.08K 0.03%
+193
62
$3.07K 0.03%
361
-2,350
63
$3.04K 0.03%
+282
64
$2.97K 0.03%
271
-1,325
65
$2.93K 0.03%
+338
66
$2.86K 0.03%
1,324
-17,252
67
$2.81K 0.03%
+412
68
$2.73K 0.03%
+212
69
$2.68K 0.03%
+205
70
$2.43K 0.03%
+134
71
$2.22K 0.02%
201
-4,173
72
$1.92K 0.02%
+166
73
$1.65K 0.02%
+225
74
$1.61K 0.02%
+279
75
$1.6K 0.02%
+62
1 2
3
4 5