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
101
$10.2K 0.09%
797
-9,415
102
$9.72K 0.09%
190
-2,180
103
$9.59K 0.09%
303
-2,231
104
$9.32K 0.08%
1,923
-6,718
105
$9.3K 0.08%
748
-6,620
106
$9.27K 0.08%
1,040
-7,815
107
$9.02K 0.08%
494
-50,617
108
$8.94K 0.08%
678
-5,500
109
$8.68K 0.08%
131
-4,072
110
$8.29K 0.07%
1,333
-6,042
111
$8.11K 0.07%
1,625
+1,298
112
$7.78K 0.07%
854
-4,823
113
$7.75K 0.07%
429
-3,791
114
$7.71K 0.07%
1,540
-7,752
115
$7.5K 0.07%
164
-58,524
116
$7.42K 0.07%
469
-3,123
117
$7.25K 0.06%
686
-18,793
118
$7.16K 0.06%
126
-3,357
119
$7.16K 0.06%
362
-3,102
120
$6.79K 0.06%
283
-2,991
121
$6.66K 0.06%
1,747
-4,478
122
$6.62K 0.06%
1,767
-7,842
123
$6.57K 0.06%
330
-32,479
124
$6.48K 0.06%
707
-2,406
125
$6.46K 0.06%
754
-4,559
3 4
5
6 7