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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54K 0.02%
240
-1,339
77
$1.53K 0.02%
+91
78
$1.46K 0.02%
+168
79
$1.28K 0.01%
+176
80
$1.26K 0.01%
+145
81
$1.02K 0.01%
+21
82
$1.02K 0.01%
166
-1,409
83
$1.01K 0.01%
+78
84
$915 0.01%
+14
85
$897 0.01%
52
-3,985
86
$890 0.01%
+36
87
$857 0.01%
44
-4,980
88
$819 0.01%
+36
89
$807 0.01%
+168
90
$790 0.01%
+30
91
$781 0.01%
81
-1,704
92
$780 0.01%
+43
93
$775 0.01%
33
-4,673
94
$765 0.01%
80
-1,860
95
$747 0.01%
+63
96
$738 0.01%
+53
97
$734 0.01%
16
-22,385
98
$726 0.01%
+37
99
$703 0.01%
+50
100
$675 0.01%
+9
2 3
4
5 6