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
$934M
AUM Growth
+$894M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$79.9M
3
+$38M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$36.8M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$29.2M

Top Sells

1
+$107K
2
+$70.7K
3
+$59.2K
4
STT.PRD
State Street Corporation Depository Shares, each representing a 1/4000th ownership interest in a share of Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series D
STT.PRD
+$50K
5
MS.PRE icon
Morgan Stanley Series E Preferred Stock
MS.PRE
+$30K

Sector Composition

1 Healthcare 2.92%
2 Financials 2.36%
3 Industrials 2.09%
4 Technology 2.01%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.18%
42,000
+41,904
52
$1.63M 0.17%
15,643
+15,350
53
$1.55M 0.17%
34,681
+34,348
54
$1.47M 0.16%
32,671
+32,396
55
$1.45M 0.16%
23,683
+23,400
56
$1.45M 0.15%
9,828
+9,174
57
$1.42M 0.15%
12,785
+12,745
58
$1.41M 0.15%
10,126
+10,104
59
$1.38M 0.15%
11,016
+11,003
60
$1.37M 0.15%
17,824
+17,575
61
$1.35M 0.14%
20,171
+20,082
62
$1.34M 0.14%
8,715
+8,618
63
$1.31M 0.14%
14,529
+14,514
64
$1.3M 0.14%
7,008
+6,922
65
$1.25M 0.13%
16,815
+16,548
66
$1.23M 0.13%
18,640
+18,425
67
$1.21M 0.13%
10,460
+10,374
68
$1.18M 0.13%
35,025
+34,933
69
$1.14M 0.12%
15,281
+15,246
70
$1.13M 0.12%
5,093
+5,047
71
$1.08M 0.12%
14,891
+14,568
72
$1.06M 0.11%
19,630
+18,707
73
$1.05M 0.11%
16,400
+14,340
74
$965K 0.1%
8,136
+8,109
75
$948K 0.1%
+11,662
1 2
3
4 5