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
201
$31K ﹤0.01%
493
202
$30K ﹤0.01%
+132
203
$30K ﹤0.01%
148
204
$30K ﹤0.01%
380
+6
205
$30K ﹤0.01%
204
206
$30K ﹤0.01%
649
-12
207
$30K ﹤0.01%
795
-13
208
$29K ﹤0.01%
135
+2
209
$29K ﹤0.01%
860
210
$29K ﹤0.01%
93
211
$29K ﹤0.01%
815
-36
212
$28K ﹤0.01%
96
213
$28K ﹤0.01%
252
-11
214
$27K ﹤0.01%
94
-14
215
$27K ﹤0.01%
88
-1
216
$26K ﹤0.01%
+221
217
$26K ﹤0.01%
234
+2
218
$25K ﹤0.01%
63
+1
219
$24K ﹤0.01%
+297
220
$24K ﹤0.01%
+301
221
$24K ﹤0.01%
1,049
-3
222
$24K ﹤0.01%
161
+5
223
$24K ﹤0.01%
232
+12
224
$23K ﹤0.01%
173
-1
225
$23K ﹤0.01%
354
-10
7 8
9
10 11