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
101
$239K 0.06%
3,580
-1,380
102
$237K 0.06%
3,540
-1,340
103
$222K 0.06%
4,238
-38
104
$221K 0.06%
2,732
-3
105
$182K 0.05%
1,457
-585
106
$162K 0.04%
550
-225
107
$158K 0.04%
528
-208
108
$157K 0.04%
2,620
-1,008
109
$143K 0.04%
7,125
110
$142K 0.04%
649
-250
111
$135K 0.04%
1,555
-636
112
$129K 0.03%
3,465
+27
113
$126K 0.03%
3,391
-1,364
114
$124K 0.03%
2,237
-905
115
$119K 0.03%
2,511
+1,559
116
$114K 0.03%
530
117
$111K 0.03%
813
-328
118
$107K 0.03%
1,338
-505
119
$100K 0.03%
2,535
-942
120
$94K 0.03%
286
-114
121
$94K 0.03%
675
-27
122
$89K 0.02%
449
-172
123
$88K 0.02%
1,369
+34
124
$84K 0.02%
516
-204
125
$84K 0.02%
14,360
-5,800
3 4
5
6 7