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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574K 0.15%
2,496
+109
77
$564K 0.15%
11,059
-6,256
78
$559K 0.15%
5,932
-197
79
$557K 0.15%
5,943
-3,349
80
$557K 0.15%
7,043
-1,898
81
$546K 0.15%
7,606
-4,303
82
$535K 0.14%
2,286
+126
83
$533K 0.14%
9,682
-5,540
84
$524K 0.14%
10,918
-810
85
$514K 0.14%
17,475
86
$510K 0.14%
5,399
+64
87
$504K 0.13%
7,322
-73
88
$493K 0.13%
6,140
+68
89
$474K 0.13%
2,622
+876
90
$452K 0.12%
7,278
91
$447K 0.12%
3,188
+29
92
$425K 0.11%
36,560
93
$415K 0.11%
8,329
+326
94
$408K 0.11%
2,696
+348
95
$392K 0.1%
2,690
-594
96
$383K 0.1%
3,534
-229
97
$382K 0.1%
8,234
+137
98
$360K 0.1%
9,954
-2
99
$291K 0.08%
1,417
-570
100
$263K 0.07%
1,890
-720
2 3
4
5 6