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
$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
101
$661 0.01%
33
-1,829
102
$661 0.01%
+9
103
$653 0.01%
+88
104
$651 0.01%
26
-8,252
105
– –
0
106
$595 0.01%
+23
107
$589 0.01%
+36
108
$581 0.01%
+19
109
$580 0.01%
+8
110
$578 0.01%
+11
111
$569 0.01%
+27
112
$568 0.01%
45
-2,918
113
$566 0.01%
+12
114
$566 0.01%
+16
115
$559 0.01%
+17
116
$536 0.01%
+39
117
$525 0.01%
34
-6,214
118
$519 0.01%
38
-2,850
119
$513 0.01%
+82
120
$512 0.01%
+53
121
$507 0.01%
+12
122
$505 0.01%
+17
123
$502 0.01%
+54
124
$475 0.01%
+31
125
$468 0.01%
+18
3 4
5
6 7