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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.1%
14,271
-1,010
77
$1.02M 0.1%
12,613
+157
78
$966K 0.1%
6,842
-28
79
$959K 0.09%
3,063
+29
80
$934K 0.09%
5,959
-9
81
$925K 0.09%
77,310
+27,130
82
$907K 0.09%
7,581
-555
83
$873K 0.09%
13,650
-479
84
$869K 0.09%
6,406
+1,606
85
$867K 0.09%
7,476
+1,542
86
$864K 0.09%
17,578
+5,149
87
$855K 0.08%
14,618
+3,881
88
$850K 0.08%
10,132
+1,916
89
$841K 0.08%
32,277
+54
90
$839K 0.08%
5,753
+163
91
$832K 0.08%
10,054
-1,608
92
$800K 0.08%
4,970
+2,689
93
$793K 0.08%
177,480
+2,360
94
$766K 0.08%
12,022
-20
95
$756K 0.07%
9,831
+2,529
96
$754K 0.07%
45,722
+23
97
$751K 0.07%
19,309
+8,302
98
$722K 0.07%
18,791
-1,545
99
$669K 0.07%
9,233
-609
100
$669K 0.07%
34,230
+22,200
2 3
4
5 6