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
151
$4.14K 0.04%
132
-4,005
152
$4.05K 0.04%
678
-5,184
153
$4.02K 0.04%
96
-1,854
154
$4K 0.04%
150
-3,850
155
$3.99K 0.04%
187
-1,719
156
$3.95K 0.04%
110
-1,796
157
$3.91K 0.03%
256
-1,646
158
$3.88K 0.03%
63
-1,793
159
$3.79K 0.03%
94
-1,712
160
$3.78K 0.03%
332
-1,490
161
$3.78K 0.03%
950
-1,939
162
$3.72K 0.03%
356
-14,094
163
$3.7K 0.03%
676
-5,490
164
$3.62K 0.03%
567
-1,178
165
$3.59K 0.03%
483
-2,092
166
$3.46K 0.03%
150
-3,310
167
$3.45K 0.03%
233
-1,425
168
$3.44K 0.03%
120
-1,536
169
$3.42K 0.03%
305
-1,417
170
$3.26K 0.03%
109
-1,502
171
$3.17K 0.03%
101
-1,449
172
$3.13K 0.03%
364
-1,140
173
$3.01K 0.03%
263
-18,106
174
$2.98K 0.03%
163
-1,272
175
$2.91K 0.03%
420
-1,930
5 6
7
8 9