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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.2%
14,484
-8,114
52
$732K 0.2%
8,229
-4,708
53
$725K 0.19%
14,333
-7,881
54
$725K 0.19%
30,577
-16,954
55
$724K 0.19%
7,938
-4,389
56
$716K 0.19%
38,598
-22,151
57
$710K 0.19%
4,505
-1,748
58
$710K 0.19%
13,399
-281
59
$709K 0.19%
5,530
-3,061
60
$700K 0.19%
4,745
-75
61
$686K 0.18%
5,689
-3,022
62
$675K 0.18%
31,883
-17,758
63
$673K 0.18%
8,225
-4,555
64
$672K 0.18%
44,591
-25,452
65
$666K 0.18%
32,916
-18,674
66
$666K 0.18%
39,413
-22,232
67
$640K 0.17%
10,692
-5,976
68
$638K 0.17%
37,172
-21,316
69
$629K 0.17%
27,250
-15,502
70
$627K 0.17%
4,696
+32
71
$625K 0.17%
10,828
-6,042
72
$615K 0.16%
12,655
-7,061
73
$610K 0.16%
11,398
-6,324
74
$600K 0.16%
21,987
-12,155
75
$590K 0.16%
9,074
-5,043
1 2
3
4 5