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
201
$229 ﹤0.01%
+280
202
$228 ﹤0.01%
+24
203
$227 ﹤0.01%
+15
204
$226 ﹤0.01%
+6
205
$225 ﹤0.01%
+12
206
$223 ﹤0.01%
+9
207
$219 ﹤0.01%
+20
208
$218 ﹤0.01%
+30
209
$217 ﹤0.01%
+15
210
$214 ﹤0.01%
+5
211
$213 ﹤0.01%
+15
212
$212 ﹤0.01%
+14
213
$212 ﹤0.01%
+30
214
$211 ﹤0.01%
+3,160
215
$211 ﹤0.01%
+13
216
$205 ﹤0.01%
+2
217
$204 ﹤0.01%
+6
218
$203 ﹤0.01%
+13
219
$203 ﹤0.01%
+4
220
$203 ﹤0.01%
+10
221
$202 ﹤0.01%
+8
222
$200 ﹤0.01%
48
-1,231
223
$198 ﹤0.01%
+15
224
$197 ﹤0.01%
+13
225
$196 ﹤0.01%
15
-2,875
7 8
9
10 11