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
$951M
AUM Growth
+$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$125K
2
+$43K

Top Sells

1
+$14.8M
2
+$1.12M
3
+$1.01M
4
AAPL icon
Apple
AAPL
+$978K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$911K

Sector Composition

1 Financials 3.96%
2 Healthcare 2.69%
3 Industrials 2.63%
4 Consumer Staples 2.27%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$330M 34.56%
1,604,402
-72,250
2
$88.7M 9.3%
1,095,555
3
$55.1M 5.77%
1,331,467
4
$40M 4.19%
193,100
5
$37.4M 3.91%
361,750
-9,750
6
$35.4M 3.71%
490,851
7
$28.5M 2.99%
416,963
8
$20M 2.1%
922,944
9
$16M 1.68%
600,000
10
$15.9M 1.67%
600,000
11
$15M 1.57%
560,000
12
$13M 1.36%
212,862
-3,800
13
$12.3M 1.29%
254,178
14
$11.9M 1.25%
210,771
15
$11.9M 1.25%
440,000
16
$9.56M 1%
120,743
17
$7.8M 0.82%
165,278
18
$6.97M 0.73%
252,564
-35,428
19
$6.73M 0.71%
149,689
-24,825
20
$6.5M 0.68%
246,615
-34,575
21
$6.46M 0.68%
127,293
-17,855
22
$5.56M 0.58%
154,285
-575
23
$5.5M 0.58%
59,466
-8,341
24
$5.15M 0.54%
210
25
$4.76M 0.5%
84,953
-11,916
1
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