SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$778K 0.12%
+7,158
52
$744K 0.12%
19,378
+856
53
$737K 0.12%
10,629
+1,806
54
$726K 0.12%
79,184
+30,137
55
$705K 0.11%
5,340
-730
56
$685K 0.11%
43,523
+43,308
57
$677K 0.11%
11,377
-2,332
58
$675K 0.11%
54,741
+17,958
59
$669K 0.11%
39,005
+38,779
60
$657K 0.1%
5,648
-1,108
61
$643K 0.1%
23,688
+3,567
62
$635K 0.1%
3,225
-341
63
$623K 0.1%
17,888
-2,262
64
$621K 0.1%
17,040
+14,680
65
$613K 0.1%
6,920
-839
66
$609K 0.1%
3,657
-5,903
67
$606K 0.1%
58,768
+12,948
68
$599K 0.1%
12,112
+2,245
69
$594K 0.09%
8,244
+1,056
70
$594K 0.09%
2,959
-149
71
$590K 0.09%
35,422
+5,156
72
$573K 0.09%
19,675
-500
73
$573K 0.09%
10,575
+409
74
$570K 0.09%
7,765
+7,723
75
$568K 0.09%
9,653
+9,444
1 2
3
4 5