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
126
$6.4K 0.06%
371
-2,745
127
$6.3K 0.06%
340
-2,714
128
$6.27K 0.06%
171
-2,837
129
$6.17K 0.06%
108
-2,826
130
$6K 0.05%
225
-5,775
131
$5.97K 0.05%
450
-5,406
132
$5.92K 0.05%
393
-2,482
133
$5.68K 0.05%
209
-4,475
134
$5.46K 0.05%
285
-2,327
135
$5.36K 0.05%
318
-2,297
136
$5.32K 0.05%
948
-1,610
137
$5.27K 0.05%
275
-2,252
138
$5.25K 0.05%
225
-4,520
139
$5.14K 0.05%
95
-2,459
140
$4.95K 0.04%
183
-5,477
141
$4.82K 0.04%
350
-3,841
142
$4.81K 0.04%
176
-2,130
143
$4.63K 0.04%
288
-1,930
144
$4.57K 0.04%
2,624
-33,936
145
$4.5K 0.04%
468
-1,688
146
$4.44K 0.04%
73
-2,046
147
$4.4K 0.04%
942
-1,179
148
$4.39K 0.04%
339
-1,781
149
$4.37K 0.04%
245
-29,470
150
$4.21K 0.04%
737
-1,301
4 5
6
7 8