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
$1.31B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$483K
3
+$70.1K
4
IFF icon
International Flavors & Fragrances
IFF
+$66.3K
5
FIS icon
Fidelity National Information Services
FIS
+$31.3K

Top Sells

1
+$3.63M
2
+$549K
3
+$527K
4
MCHP icon
Microchip Technology
MCHP
+$376K
5
CTSH icon
Cognizant
CTSH
+$224K

Sector Composition

1 Real Estate 8.63%
2 Consumer Discretionary 6.59%
3 Financials 1.33%
4 Healthcare 0.42%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.04%
3,713
-346
52
$468K 0.04%
18,925
53
$436K 0.03%
2,496
-109
54
$432K 0.03%
4,285
-267
55
$399K 0.03%
1,159
-47
56
$395K 0.03%
1,899
-178
57
$391K 0.03%
4,704
-216
58
$386K 0.03%
6,714
-3,888
59
$299K 0.02%
7,812
-1,676
60
$285K 0.02%
6,843
-641
61
$268K 0.02%
5,550
62
$251K 0.02%
3,174
-581
63
$248K 0.02%
3,150
-83
64
$238K 0.02%
1,590
-149
65
$227K 0.02%
3,218
-5,328
66
$215K 0.02%
1,676
-543
67
$153K 0.01%
2,133
-200
68
$122K 0.01%
1,493
-140
69
$104K 0.01%
2,514
-236
70
$59.2K ﹤0.01%
289
1 2
3