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
201
$2.3K 0.02%
2,104
-5,576
202
$2.24K 0.02%
485
-594
203
$2.24K 0.02%
68
-998
204
$2.23K 0.02%
94
-988
205
$2.22K 0.02%
186
-881
206
$2.22K 0.02%
213
-850
207
$2.21K 0.02%
56
-1,018
208
$2.19K 0.02%
131
-919
209
$2.17K 0.02%
159
-912
210
$2.15K 0.02%
326
-719
211
$2.14K 0.02%
146
-899
212
$2.14K 0.02%
1,400
-2,716
213
$2.1K 0.02%
50
-961
214
$2K 0.02%
291
-647
215
$2K 0.02%
73
-888
216
$2K 0.02%
377
-580
217
$1.98K 0.02%
5,860
-3,580
218
$1.97K 0.02%
+116
219
$1.94K 0.02%
59
-1,151
220
$1.94K 0.02%
54
-882
221
$1.92K 0.02%
100
-830
222
$1.92K 0.02%
199
-731
223
$1.89K 0.02%
135
-777
224
$1.88K 0.02%
207
-683
225
$1.88K 0.02%
216
-1,586
7 8
9
10 11