SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$101K
2
+$26.3K
3
+$11.9K
4
PSA icon
Public Storage
PSA
+$6.48K
5
KMB icon
Kimberly-Clark
KMB
+$4.79K

Top Sells

1
+$52.6M
2
+$20M
3
+$15.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.8M

Sector Composition

1 Utilities 4.51%
2 Real Estate 3.64%
3 Financials 3.57%
4 Consumer Discretionary 3.06%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.3K 0.16%
1,129
-19,796
77
$17.7K 0.16%
1,100
-208
78
$17.5K 0.16%
5,980
-11,520
79
$17K 0.15%
545
-16,480
80
$16.4K 0.15%
237
-108,782
81
$16.2K 0.14%
244
-2,132
82
$16.2K 0.14%
1,621
-10,767
83
$16K 0.14%
644
-12,945
84
$15.7K 0.14%
1,723
-5,891
85
$15.2K 0.14%
2,436
-11,223
86
$13.9K 0.12%
1,286
+329
87
$13.7K 0.12%
1,759
-5,615
88
$13K 0.12%
3,644
-22,356
89
$12.4K 0.11%
903
-10,104
90
$12.3K 0.11%
1,225
-9,747
91
$12.2K 0.11%
1,840
-8,868
92
$12K 0.11%
856
-8,845
93
$11.8K 0.11%
410
-10,413
94
$11.8K 0.11%
1,296
+527
95
$11.7K 0.1%
792
-5,009
96
$11.5K 0.1%
219
-11,281
97
$11.2K 0.1%
1,730
-8,343
98
$10.9K 0.1%
1,740
-3,481
99
$10.5K 0.09%
995
-7,518
100
$10.4K 0.09%
171
-9,990
2 3
4
5 6