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
$453M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$2.18M
3 +$1.7M
4
WY icon
Weyerhaeuser
WY
+$1.61M
5
SLB icon
SLB Limited
SLB
+$1.35M

Top Sells

1 +$47.7M
2 +$8.42M
3 +$7.92M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.58M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.95M

Sector Composition

1 Financials 4.55%
2 Real Estate 4.36%
3 Healthcare 3.69%
4 Industrials 3.38%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$551K 0.12%
10,884
-3,203
102
$540K 0.12%
15,922
+2,638
103
$537K 0.12%
10,172
+55
104
$533K 0.12%
18,466
+99
105
$530K 0.12%
28,631
+154
106
$515K 0.11%
17,041
+641
107
$514K 0.11%
15,301
+7,011
108
$511K 0.11%
9,333
+1,660
109
$496K 0.11%
33,497
+7,723
110
$492K 0.11%
6,395
+227
111
$490K 0.11%
18,829
+622
112
$489K 0.11%
16,878
+3,269
113
$483K 0.11%
13,006
-1,945
114
$480K 0.11%
4,188
+23
115
$470K 0.1%
8,875
+48
116
$467K 0.1%
4,419
+187
117
$444K 0.1%
4,269
-16,668
118
$440K 0.1%
9,110
+49
119
$434K 0.1%
5,303
+29
120
$429K 0.09%
6,368
+34
121
$425K 0.09%
15,775
122
$422K 0.09%
8,144
+44
123
$411K 0.09%
7,646
-5,113
124
$409K 0.09%
3,447
+3,116
125
$408K 0.09%
24,391
-1,286