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
201
$37K ﹤0.01%
334
+2
202
$37K ﹤0.01%
301
+1
203
$36K ﹤0.01%
147
204
$35K ﹤0.01%
174
-3
205
$34K ﹤0.01%
268
-3
206
$34K ﹤0.01%
90
+1
207
$34K ﹤0.01%
156
+2
208
$33K ﹤0.01%
214
-8
209
$33K ﹤0.01%
347
210
$32K ﹤0.01%
148
211
$32K ﹤0.01%
352
-2
212
$32K ﹤0.01%
76
-3
213
$31K ﹤0.01%
+2,470
214
$31K ﹤0.01%
371
+3
215
$30K ﹤0.01%
63
216
$30K ﹤0.01%
231
+1
217
$30K ﹤0.01%
476
+2
218
$29K ﹤0.01%
145
-1
219
$29K ﹤0.01%
156
220
$29K ﹤0.01%
88
-4
221
$29K ﹤0.01%
476
+3
222
$29K ﹤0.01%
91
-1
223
$28K ﹤0.01%
2,295
-21
224
$28K ﹤0.01%
855
-6
225
$28K ﹤0.01%
95
-1
7 8
9
10 11