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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Sells

1 +$9.84M
2 +$8.87M
3 +$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$682K 0.06%
10,478
-139
52
$660K 0.06%
8,520
-96
53
$658K 0.06%
19,675
54
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16,361
+15,515
55
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4,197
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56
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10,190
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57
$561K 0.05%
3,305
-37
58
$546K 0.05%
3,641
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59
$525K 0.05%
2,385
-32
60
$516K 0.04%
22,552
+4,181
61
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9,988
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62
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4,700
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63
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3,116
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64
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65
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66
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12,479
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69
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1,603
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70
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33,991
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71
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4,798
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72
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1,432
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73
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25,224
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74
$403K 0.03%
5,312
-27,950
75
$397K 0.03%
5,362
-441