SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+1.23%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$962M
AUM Growth
+$962M
(+1.2%)
Cap. Flow
-$1.08M
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
70.82%
Holding
89
New
1
Increased
9
Reduced
65
Closed
–
Top Buys
| 1 |
CEM
ClearBridge MLP and Midstream Fund Inc.
CEM
|
$15.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$14.2M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$3.58M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$3.35M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$2.26M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.6M |
| 2 |
Apple
AAPL
|
$1.4M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$1.36M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.21M |
| 5 |
International Paper
IP
|
$1.19M |
Sector Composition
| 1 | Financials | 3.15% |
| 2 | Healthcare | 2.39% |
| 3 | Industrials | 2.19% |
| 4 | Consumer Staples | 1.74% |
| 5 | Energy | 1.62% |
