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
126
$466 0.01%
+33
127
$466 0.01%
+34
128
$464 0.01%
+25
129
$458 0.01%
+38
130
$457 0.01%
+8
131
$446 0.01%
+54
132
$442 ﹤0.01%
+46
133
$442 ﹤0.01%
+25
134
$436 ﹤0.01%
21
-3,835
135
$423 ﹤0.01%
+15
136
$420 ﹤0.01%
490
+70
137
$416 ﹤0.01%
+48
138
$414 ﹤0.01%
+40
139
$413 ﹤0.01%
+31
140
$410 ﹤0.01%
29
-1,420
141
$410 ﹤0.01%
72
-3,068
142
$407 ﹤0.01%
49
-2,783
143
$406 ﹤0.01%
11
-9,130
144
$400 ﹤0.01%
58
-1,832
145
$394 ﹤0.01%
+19
146
– –
0
147
$375 ﹤0.01%
+15
148
$370 ﹤0.01%
+42
149
$365 ﹤0.01%
+11
150
$365 ﹤0.01%
+13
4 5
6
7 8