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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.31%
10,817
-321
52
$1.71M 0.31%
13,968
-2,203
53
$1.66M 0.3%
40,988
-4,524
54
$1.61M 0.29%
23,772
-5,850
55
$1.58M 0.29%
8,923
-1,833
56
$1.57M 0.28%
36,510
+12,911
57
$1.55M 0.28%
13,232
+51
58
$1.52M 0.28%
23,100
-4,806
59
$1.46M 0.27%
12,860
+1,615
60
$1.45M 0.26%
17,699
-8,990
61
$1.45M 0.26%
53,485
+51,244
62
$1.43M 0.26%
30,516
+5,415
63
$1.42M 0.26%
51,467
-2,649
64
$1.38M 0.25%
37,225
-24,065
65
$1.37M 0.25%
20,251
+19,138
66
$1.34M 0.24%
12,025
+10,901
67
$1.31M 0.24%
23,778
+7,065
68
$1.3M 0.24%
75,766
+734
69
$1.29M 0.23%
24,605
-7,698
70
$1.29M 0.23%
22,002
+21,280
71
$1.26M 0.23%
89,701
-63,852
72
$1.25M 0.23%
12,321
+11,185
73
$1.24M 0.22%
18,310
-4,460
74
$1.23M 0.22%
26,361
+3,925
75
$1.23M 0.22%
8,883
+102
1 2
3
4 5