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
176
$276 ﹤0.01%
+19
177
$272 ﹤0.01%
+11
178
$270 ﹤0.01%
+16
179
$270 ﹤0.01%
+15
180
$267 ﹤0.01%
+27
181
$266 ﹤0.01%
+14
182
$264 ﹤0.01%
+14
183
$263 ﹤0.01%
+17
184
$263 ﹤0.01%
12
-2,017
185
$261 ﹤0.01%
31
-2,671
186
$261 ﹤0.01%
+7
187
$260 ﹤0.01%
+23
188
$258 ﹤0.01%
+12
189
$254 ﹤0.01%
+3
190
$251 ﹤0.01%
+5
191
$251 ﹤0.01%
+120
192
$245 ﹤0.01%
17
-3,708
193
$244 ﹤0.01%
+6
194
$241 ﹤0.01%
+25
195
$237 ﹤0.01%
+20
196
$235 ﹤0.01%
+5
197
$234 ﹤0.01%
+37
198
$234 ﹤0.01%
+25
199
$231 ﹤0.01%
+24
200
$230 ﹤0.01%
+9
6 7
8
9 10