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
$951M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$125K
2 +$43K

Top Sells

1 +$14.8M
2 +$1.12M
3 +$1.01M
4
AAPL icon
Apple
AAPL
+$978K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$911K

Sector Composition

1 Financials 3.96%
2 Healthcare 2.69%
3 Industrials 2.63%
4 Consumer Staples 2.27%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.63M 0.17%
41,122
-5,768
77
$1.59M 0.17%
19,737
-3,713
78
$1.13M 0.12%
19,075
-400
79
$1.13M 0.12%
144,112
-20,213
80
$540K 0.06%
19,700
81
$311K 0.03%
7,132
-1,000
82
$125K 0.01%
+2,750
83
$120K 0.01%
2,304
-323
84
$43K ﹤0.01%
+788