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
$1.16B
AUM Growth
+$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$99.1M
3
+$49.9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$49.9M
5
XVV icon
iShares ESG Screened S&P 500 ETF
XVV
+$20.5M

Top Sells

1
+$9.84M
2
+$8.87M
3
+$6.96M
4
HST icon
Host Hotels & Resorts
HST
+$5.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.12M

Sector Composition

1 Real Estate 9.92%
2 Technology 2.18%
3 Consumer Discretionary 1.2%
4 Healthcare 0.86%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85K 0.01%
343
-3
152
$84K 0.01%
1,335
-1
153
$82K 0.01%
429
-7
154
$81K 0.01%
318
+2
155
$77K 0.01%
402
+288
156
$76K 0.01%
699
+5
157
$74K 0.01%
317
-5
158
$69K 0.01%
514
-23
159
$69K 0.01%
184
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160
$68K 0.01%
874
+28
161
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878
-18
162
$67K 0.01%
1,028
-14
163
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270
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164
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84
165
$63K 0.01%
164
+8
166
$59K 0.01%
667
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167
$59K 0.01%
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$59K 0.01%
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$58K 0.01%
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$57K ﹤0.01%
729
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171
$56K ﹤0.01%
24
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$53K ﹤0.01%
144
-2
173
$52K ﹤0.01%
85
-2
174
$52K ﹤0.01%
144
-3
175
$52K ﹤0.01%
210
5 6
7
8 9