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
$374M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$45.6M
2
+$158K
3
+$73.9K
4
MAR icon
Marriott International
MAR
+$52.7K
5
TFC icon
Truist Financial
TFC
+$45K

Top Sells

1
+$19.5M
2
+$2.68M
3
+$1.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$871K

Sector Composition

1 Financials 3.23%
2 Healthcare 2.58%
3 Real Estate 2.29%
4 Industrials 1.92%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.01%
216
-82
202
$25K 0.01%
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$25K 0.01%
298
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$24K 0.01%
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$24K 0.01%
442
-169
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$23K 0.01%
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-39
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$22K 0.01%
2,312
-891
212
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143
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61
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$21K 0.01%
484
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$21K 0.01%
154
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$20K 0.01%
342
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217
$20K 0.01%
675
-270
218
$20K 0.01%
310
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$19K 0.01%
1,690
-14
220
$19K 0.01%
174
-67
221
$19K 0.01%
169
-67
222
$19K 0.01%
88
-34
223
$19K 0.01%
98
-38
224
$19K 0.01%
193
-76
225
$18K ﹤0.01%
196
-74
7 8
9
10 11