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
176
$40K 0.01%
+150
177
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53
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$40K 0.01%
718
-8
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$40K 0.01%
353
+126
180
$38K 0.01%
464
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181
$37K 0.01%
218
-5
182
$36K 0.01%
+260
183
$36K 0.01%
214
+3
184
$36K 0.01%
142
-1
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$35K 0.01%
1,368
-15
186
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335
-4
187
$35K 0.01%
302
+2
188
$35K 0.01%
62
+2
189
$34K 0.01%
710
+9
190
$34K 0.01%
147
191
$33K 0.01%
864
+35
192
$33K 0.01%
79
193
$33K 0.01%
332
194
$33K 0.01%
172
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152
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$33K 0.01%
351
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197
$32K 0.01%
+543
198
$32K 0.01%
1,037
-11
199
$32K 0.01%
181
+2
200
$31K ﹤0.01%
149
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8
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