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
101
$659K 0.07%
360
+2
102
$651K 0.06%
7,267
-43
103
$650K 0.06%
9,255
+2,373
104
$645K 0.06%
7,041
+3,822
105
$644K 0.06%
4,613
-312
106
$641K 0.06%
5,909
-567
107
$640K 0.06%
10,178
+2,226
108
$639K 0.06%
23,779
+14,332
109
$624K 0.06%
11,652
+24
110
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11,860
-3,222
111
$609K 0.06%
7,488
+135
112
$607K 0.06%
7,101
+28
113
$605K 0.06%
19,626
+7,667
114
$604K 0.06%
9,275
+2,461
115
$600K 0.06%
15,811
+3,685
116
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12,854
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117
$578K 0.06%
20,771
+17,349
118
$575K 0.06%
3,170
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119
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10,380
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120
$573K 0.06%
1,846
+27
121
$570K 0.06%
17,575
122
$569K 0.06%
10,601
+50
123
$565K 0.06%
14,786
+4,866
124
$562K 0.06%
28,159
+15,694
125
$562K 0.06%
30,393
+24,981
3 4
5
6 7