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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.22%
23,809
-336
77
$1.23M 0.22%
37,582
-13,371
78
$1.22M 0.22%
6,928
+4
79
$1.18M 0.21%
6,667
-741
80
$1.15M 0.21%
9,031
+8
81
$1.15M 0.21%
7,839
+7,419
82
$1.11M 0.2%
62,476
+57,327
83
$1.1M 0.2%
22,602
-28,130
84
$1.09M 0.2%
6,624
+110
85
$1.09M 0.2%
18,791
-9,844
86
$1.07M 0.2%
56,427
-15,580
87
$1.07M 0.19%
13,906
+13,501
88
$1.06M 0.19%
11,866
-669
89
$1.04M 0.19%
9,253
+33
90
$1.01M 0.18%
16,960
+460
91
$1.01M 0.18%
23,059
+22,704
92
$1.01M 0.18%
12,068
+505
93
$1M 0.18%
19,580
-375
94
$993K 0.18%
16,460
+220
95
$933K 0.17%
8,241
+2
96
$882K 0.16%
10,027
+72
97
$871K 0.16%
29,302
-10,679
98
$756K 0.14%
11,302
+25
99
$721K 0.13%
9,351
+927
100
$703K 0.13%
2,642
+41
2 3
4
5 6