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
$388M
AUM Growth
-$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.02M
3
+$1.01M
4
CCL icon
Carnival Corp
CCL
+$974K
5
MAC icon
Macerich
MAC
+$965K

Top Sells

1
+$29.3M
2
+$1.78M
3
+$968K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$762K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$736K

Sector Composition

1 Financials 5.03%
2 Real Estate 4.36%
3 Healthcare 4.1%
4 Industrials 3.03%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.27%
45,687
+15,398
52
$1.05M 0.27%
60,749
+26,074
53
$1.05M 0.27%
22,214
+21,974
54
$1.03M 0.27%
8,711
+2,729
55
$1.03M 0.27%
34,142
+17,774
56
$1.02M 0.26%
12,937
+12,867
57
$1.02M 0.26%
49,641
+15,071
58
$1M 0.26%
70,043
+31,201
59
$988K 0.25%
22,598
+22,275
60
$978K 0.25%
16,668
+4,858
61
$977K 0.25%
17,722
+3,207
62
$964K 0.25%
61,645
+25,287
63
$951K 0.24%
19,716
+7,339
64
$925K 0.24%
58,488
+57,668
65
$922K 0.24%
42,752
+20,131
66
$920K 0.24%
51,590
+23,148
67
$906K 0.23%
21,205
-475
68
$898K 0.23%
4,162
-464
69
$895K 0.23%
14,117
+6,512
70
$882K 0.23%
6,651
-622
71
$870K 0.22%
15,222
+3,262
72
$869K 0.22%
6,253
+29
73
$836K 0.22%
9,292
+3,092
74
$817K 0.21%
17,315
+5,658
75
$793K 0.2%
5,965
-841
1 2
3
4 5