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
126
$559K 0.06%
10,799
+3,941
127
$557K 0.06%
12,518
-1,417
128
$543K 0.05%
4,354
-1,906
129
$541K 0.05%
3,627
+114
130
$540K 0.05%
1,485
-1,153
131
$528K 0.05%
3,216
+18
132
$525K 0.05%
2,930
-403
133
$525K 0.05%
6,797
+565
134
$515K 0.05%
8,692
-2,324
135
$507K 0.05%
5,246
+16
136
$507K 0.05%
9,230
+5,302
137
$505K 0.05%
5,571
+3,807
138
$504K 0.05%
13,764
+76
139
$503K 0.05%
17,229
+5,025
140
$502K 0.05%
10,415
-70
141
$501K 0.05%
9,317
+2,616
142
$500K 0.05%
9,645
+106
143
$495K 0.05%
6,195
-63
144
$492K 0.05%
6,158
+5,239
145
$491K 0.05%
8,182
+5,846
146
$476K 0.05%
3,530
-32
147
$470K 0.05%
5,032
+148
148
$461K 0.05%
4,180
-209
149
$452K 0.04%
24,902
+12,070
150
$450K 0.04%
11,066
+13
4 5
6
7 8