SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$48.4M
2
+$18.8M
3
+$4.75M
4
ESS icon
Essex Property Trust
ESS
+$4.55M
5
BXP icon
Boston Properties
BXP
+$1.89M

Top Sells

1
+$1.69M
2
+$1.51M
3
+$1M
4
UPS icon
United Parcel Service
UPS
+$859K
5
PGR icon
Progressive
PGR
+$785K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58K 0.01%
2,455
-12,790
152
$57K 0.01%
91
-3
153
$56K 0.01%
146
-2
154
$56K 0.01%
575
+15
155
$54K 0.01%
1,245
-69
156
$52K 0.01%
903
+26
157
$52K 0.01%
144
-1
158
$52K 0.01%
+317
159
$52K 0.01%
159
+4
160
$50K 0.01%
210
+3
161
$49K 0.01%
859
+2
162
$48K 0.01%
85
-6
163
$48K 0.01%
324
-5
164
$47K 0.01%
748
-10,531
165
$47K 0.01%
298
-5
166
$47K 0.01%
284
+1
167
$46K 0.01%
786
+6
168
$45K 0.01%
449
+11
169
$43K 0.01%
25
170
$43K 0.01%
157
+3
171
$42K 0.01%
253
+6
172
$41K 0.01%
186
-1
173
$41K 0.01%
679
-10,476
174
$40K 0.01%
+133
175
$40K 0.01%
+174
5 6
7
8 9