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
176
$2.89K 0.03%
198
-20,353
177
$2.88K 0.03%
470
-2,316
178
$2.88K 0.03%
59
-1,310
179
$2.84K 0.03%
73
-1,283
180
$2.79K 0.03%
309
-1,201
181
$2.76K 0.02%
25,600
-27,520
182
$2.73K 0.02%
402
-900
183
$2.66K 0.02%
528
-1,990
184
$2.65K 0.02%
162
-1,111
185
$2.65K 0.02%
192
-1,092
186
$2.65K 0.02%
576
-159
187
$2.64K 0.02%
278
-1,988
188
$2.57K 0.02%
177
-1,064
189
$2.48K 0.02%
172
-1,017
190
$2.47K 0.02%
142
-1,057
191
$2.46K 0.02%
674
-1,288
192
$2.43K 0.02%
95
-1,069
193
$2.42K 0.02%
153
-1,010
194
$2.4K 0.02%
76
-1,074
195
$2.38K 0.02%
378
-6,747
196
$2.34K 0.02%
103
-1,020
197
$2.33K 0.02%
82
-1,034
198
$2.31K 0.02%
105
-1,008
199
$2.31K 0.02%
191
-926
200
$2.31K 0.02%
24
-2,230
6 7
8
9 10