SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$72.7M
3
+$8.4M
4
CCAP icon
Crescent Capital BDC
CCAP
+$2.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.64M

Top Sells

1
+$15.4M
2
+$6.01M
3
+$2.74M
4
V icon
Visa
V
+$1.38M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.27M

Sector Composition

1 Real Estate 7.55%
2 Consumer Discretionary 5.47%
3 Financials 1.15%
4 Healthcare 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
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