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
$1.41B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$15M
3 +$9.35M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M
5
UNP icon
Union Pacific
UNP
+$97.7K

Top Sells

1 +$3.31M
2 +$3M
3 +$2.01M
4
BXP icon
Boston Properties
BXP
+$1.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$336K

Sector Composition

1 Real Estate 8.14%
2 Consumer Discretionary 5.71%
3 Financials 1.29%
4 Healthcare 0.38%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$483K 0.03%
2,496
52
$479K 0.03%
2,386
+487
53
$470K 0.03%
2,323
-210
54
$438K 0.03%
4,704
55
$408K 0.03%
6,714
56
$386K 0.03%
7,126
57
$376K 0.03%
4,285
58
$358K 0.03%
1,159
59
$318K 0.02%
7,812
60
$303K 0.02%
6,843
61
$278K 0.02%
5,550
62
$269K 0.02%
3,218
63
$265K 0.02%
3,150
64
$263K 0.02%
1,590
65
$224K 0.02%
2,989
-185
66
$162K 0.01%
2,133
67
$140K 0.01%
1,493
68
$115K 0.01%
2,514
69
$57.5K ﹤0.01%
289
70
-15,679
71
-191,462
72
-1,676