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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.18%
32,848
-271
52
$1.74M 0.17%
9,917
-595
53
$1.67M 0.17%
43,900
+8,875
54
$1.61M 0.16%
11,607
+1,779
55
$1.6M 0.16%
35,669
+2,998
56
$1.6M 0.16%
14,451
+354
57
$1.57M 0.16%
22,490
+3,850
58
$1.46M 0.14%
20,042
-129
59
$1.45M 0.14%
16,360
+1,469
60
$1.45M 0.14%
12,044
-741
61
$1.42M 0.14%
13,872
-2,466
62
$1.42M 0.14%
8,661
-54
63
$1.39M 0.14%
7,114
+106
64
$1.29M 0.13%
9,111
-1,015
65
$1.29M 0.13%
21,050
-2,633
66
$1.27M 0.13%
9,090
+3,536
67
$1.23M 0.12%
12,915
-1,614
68
$1.19M 0.12%
18,717
+1,902
69
$1.17M 0.12%
10,518
+58
70
$1.13M 0.11%
4,771
-322
71
$1.13M 0.11%
9,934
-1,082
72
$1.12M 0.11%
15,397
-2,427
73
$1.11M 0.11%
16,400
74
$1.05M 0.1%
16,337
+5,298
75
$1.05M 0.1%
19,180
-450
1 2
3
4 5