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
$1.1B
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$3.59M
3
+$2.86M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.74M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.36M

Top Sells

1
+$31.8M
2
+$20.5M
3
+$17.7M
4
IN
INTERMEC, INC.
IN
+$3.19M
5
SPLK
Splunk Inc
SPLK
+$3.09M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.32%
3 Financials 7.65%
4 Energy 5.89%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.83M 0.34%
113,390
-6,017
77
$3.73M 0.33%
138,650
-1,600
78
$3.62M 0.32%
283,184
-16,816
79
$3.59M 0.32%
+205,542
80
$3.4M 0.3%
430,338
-25,857
81
$3.07M 0.27%
1,174,368
-68,295
82
$2.86M 0.26%
+56,566
83
$2.79M 0.25%
88,933
-4,719
84
$2.74M 0.25%
+45,221
85
$2.36M 0.21%
+50,816
86
$2.35M 0.21%
170,427
-13,393
87
$2.32M 0.21%
+27,959
88
$2.22M 0.2%
+55,666
89
$1.96M 0.18%
47,508
-3,733
90
$1.87M 0.17%
36,167
-2,842
91
$1.46M 0.13%
30,047
-2,361
92
$1.12M 0.1%
17,525
-400
93
$775K 0.07%
+18,445
94
$737K 0.07%
26,500
-1,000
95
$700K 0.06%
+18,737
96
$525K 0.05%
+10,070
97
$460K 0.04%
15,422
-818
98
$226K 0.02%
+17,080
99
$67K 0.01%
28,305
-1,695
100
– –
-410,900
1 2 3
4
5