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
$702M
AUM Growth
+$691M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$53M
3
+$44.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.7M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$36.4M

Top Sells

1
+$674K
2
+$672K
3
+$10.5K
4
MON
Monsanto Co
MON
+$6.46K
5
NAVI icon
Navient
NAVI
+$1.2K

Sector Composition

1 Real Estate 3.02%
2 Healthcare 3.01%
3 Financials 2.85%
4 Technology 2.76%
5 Utilities 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.26%
26,716
+24,816
52
$1.79M 0.25%
27,382
+26,967
53
$1.78M 0.25%
34,141
+32,370
54
$1.77M 0.25%
62,105
+60,333
55
$1.75M 0.25%
8,459
+6,536
56
$1.72M 0.24%
29,622
+27,736
57
$1.7M 0.24%
19,800
+17,992
58
$1.68M 0.24%
32,303
+30,159
59
$1.67M 0.24%
50,953
+48,869
60
$1.66M 0.24%
78,995
+77,507
61
$1.66M 0.24%
28,635
+26,494
62
$1.63M 0.23%
49,758
+47,826
63
$1.63M 0.23%
37,234
+35,328
64
$1.58M 0.22%
20,208
+18,252
65
$1.54M 0.22%
11,138
+9,298
66
$1.5M 0.21%
54,116
+52,627
67
$1.47M 0.21%
18,142
+16,072
68
$1.46M 0.21%
72,007
+70,616
69
$1.45M 0.21%
21,301
+19,798
70
$1.44M 0.21%
22,770
+21,295
71
$1.4M 0.2%
35,478
+34,101
72
$1.39M 0.2%
24,499
+22,773
73
$1.38M 0.2%
13,181
+11,560
74
$1.36M 0.19%
75,032
+73,632
75
$1.32M 0.19%
11,946
+10,660
1 2
3
4 5