We are live on
!
Find out more
SLF
Sun Life Financial Portfolio holdings
AUM
$1.76B
1-Year Est. Return
19.57%
This Fund
S&P 500
This Quarter
Est. Return
+1.98%
1 Year Est. Return
+19.57%
3 Year Est. Return
+51.8%
5 Year Est. Return
+43.66%
10 Year Est. Return
+145.06%
AUM
$1.19B
AUM Growth
–
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
98.78%
Top 10 Holdings %
Top 10 Hldgs %
48.92%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$311M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$88.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$32.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$29.3M |
| 5 |
SGI
Silicon Graphics Intl.
SGI
|
+$29.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.51% |
| 2 | Healthcare | 7.35% |
| 3 | Financials | 7.3% |
| 4 | Consumer Discretionary | 6.23% |
| 5 | Energy | 5.53% |
Similar funds
SRIM
NMC
NM
SW
EK
CGH
PCA
CCIA
Sun Life Financial's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Sun Life Financial, which disclosed 98 positions worth $1.19B. Its ten largest holdings account for 49% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 1,932,449 shares worth $309M.
By sector, the portfolio is most concentrated in Technology at 8.5% of assets, followed by Healthcare and Financials.
- Sun Life Financial's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 1,932,449 shares worth $309M.
- Sun Life Financial's ten largest holdings make up 49% of its $1.19B portfolio in Q2 2013.
- Sun Life Financial disclosed 98 positions in Q2 2013, its first 13F filing on record.
Based on Sun Life Financial's 13F filing for Q2 2013, filed 14 Aug 2013.