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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$1.39M
3 +$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$401K 0.07%
3,090
-115
152
$394K 0.07%
+10,379
153
$393K 0.07%
4,156
+47
154
$375K 0.07%
36,560
155
$371K 0.07%
11,853
+96
156
$370K 0.07%
5,525
+1,733
157
$368K 0.07%
8,059
+6,311
158
$367K 0.07%
4,632
+29
159
$362K 0.07%
1,341
+4
160
$358K 0.06%
5,927
-2,457
161
$356K 0.06%
2,129
162
$351K 0.06%
4,226
-1,593
163
$350K 0.06%
2,176
+14
164
$348K 0.06%
1,892
+12
165
$345K 0.06%
6,374
-21,008
166
$345K 0.06%
12,117
+2,598
167
$343K 0.06%
7,727
+48
168
$340K 0.06%
8,191
+51
169
$334K 0.06%
3,276
+20
170
$332K 0.06%
2,085
+169
171
$331K 0.06%
2,030
-73
172
$330K 0.06%
6,796
+42
173
$314K 0.06%
8,180
+51
174
$307K 0.06%
4,662
+29
175
$298K 0.05%
3,522
+47