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
151
$348 ﹤0.01%
+52
152
$348 ﹤0.01%
+3
153
$343 ﹤0.01%
23
-5,159
154
$334 ﹤0.01%
+8
155
$331 ﹤0.01%
+23
156
$330 ﹤0.01%
+16
157
$326 ﹤0.01%
+28
158
$324 ﹤0.01%
+18
159
$322 ﹤0.01%
68
-1,642
160
$321 ﹤0.01%
+18
161
$319 ﹤0.01%
+28
162
$313 ﹤0.01%
+19
163
$312 ﹤0.01%
+8
164
$311 ﹤0.01%
+11
165
$309 ﹤0.01%
+31
166
$308 ﹤0.01%
14
-5,079
167
$300 ﹤0.01%
22
-2,198
168
$299 ﹤0.01%
+21
169
$294 ﹤0.01%
+1,240
170
$288 ﹤0.01%
+10
171
$286 ﹤0.01%
+14
172
$281 ﹤0.01%
+13
173
$281 ﹤0.01%
+15
174
$279 ﹤0.01%
+13
175
$276 ﹤0.01%
+10
5 6
7
8 9