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
176
$50K ﹤0.01%
206
-7
177
$50K ﹤0.01%
840
-10
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$50K ﹤0.01%
848
+2
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$50K ﹤0.01%
143
180
$48K ﹤0.01%
254
181
$47K ﹤0.01%
711
182
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789
-6
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$45K ﹤0.01%
260
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$44K ﹤0.01%
249
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$44K ﹤0.01%
348
+2
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$44K ﹤0.01%
803
-7
187
$44K ﹤0.01%
282
+1
188
$43K ﹤0.01%
211
-1
189
$43K ﹤0.01%
1,347
-12
190
$43K ﹤0.01%
744
-1
191
$43K ﹤0.01%
467
+8
192
$42K ﹤0.01%
177
+1
193
$41K ﹤0.01%
781
+146
194
$41K ﹤0.01%
143
195
$40K ﹤0.01%
149
-2
196
$39K ﹤0.01%
134
197
$38K ﹤0.01%
170
198
$37K ﹤0.01%
133
+2
199
$37K ﹤0.01%
131
200
$37K ﹤0.01%
54
+1
6 7
8
9 10