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
$962M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.2M
3
+$3.58M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.35M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.26M

Top Sells

1
+$11.6M
2
+$1.4M
3
+$1.36M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
IP icon
International Paper
IP
+$1.19M

Sector Composition

1 Financials 3.15%
2 Healthcare 2.39%
3 Industrials 2.19%
4 Consumer Staples 1.74%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.13%
20,801
-4,522
77
$1.18M 0.12%
16,212
-3,525
78
$1.17M 0.12%
33,778
-7,344
79
$1.08M 0.11%
18,675
-400
80
$909K 0.09%
118,376
-25,736
81
$561K 0.06%
18,800
-900
82
$257K 0.03%
5,858
-1,274
83
$135K 0.01%
2,750
84
$84K 0.01%
1,893
-411
85
$49K 0.01%
647
-141
1 2 3
4