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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.18M
3
+$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Limited
SLB
+$1.35M

Top Sells

1
+$47.7M
2
+$8.42M
3
+$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.3%
7,449
-1,587
52
$1.28M 0.28%
11,498
-1,747
53
$1.28M 0.28%
25,447
+3,364
54
$1.27M 0.28%
17,878
-11,173
55
$1.26M 0.28%
28,819
+4,979
56
$1.26M 0.28%
76,558
+10,663
57
$1.24M 0.27%
13,791
-5,798
58
$1.21M 0.27%
13,160
+790
59
$1.19M 0.26%
24,856
-10,846
60
$1.18M 0.26%
63,924
+6,976
61
$1.16M 0.26%
27,503
+4,096
62
$1.1M 0.24%
12,981
+12,122
63
$1.09M 0.24%
33,278
+10,670
64
$1.08M 0.24%
26,054
-11,539
65
$1.08M 0.24%
5,481
-697
66
$1.08M 0.24%
59,538
-31,780
67
$1.06M 0.23%
34,518
-10,956
68
$1.06M 0.23%
24,814
-3,773
69
$1.04M 0.23%
82,369
+79,323
70
$1.04M 0.23%
16,024
+12,446
71
$1.02M 0.23%
19,067
-4,750
72
$1.01M 0.22%
5,831
-1,108
73
$1M 0.22%
47,834
+46,779
74
$976K 0.22%
7,872
-1,162
75
$951K 0.21%
10,632
-786
1 2
3
4 5