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
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$20.5K
2
+$17.4K
3
+$16.1K
4
HST icon
Host Hotels & Resorts
HST
+$15.1K
5
PBI icon
Pitney Bowes
PBI
+$12K

Top Sells

1
+$59.1M
2
+$20.6M
3
+$15.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.1M

Sector Composition

1 Utilities 0.69%
2 Technology 0.68%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.45M 16.2%
33,666
-1,373,661
2
$1.26M 14.12%
282,266
-1,010,724
3
$1.05M 11.71%
86,376
-999,670
4
$982K 10.98%
47,470
-994,516
5
$452K 5.06%
31,164
-425,143
6
$441K 4.94%
25,477
-617,173
7
$412K 4.61%
21,316
-437,001
8
$378K 4.23%
23,529
-331,639
9
$337K 3.77%
27,404
-342,691
10
$323K 3.61%
38,216
-289,334
11
$228K 2.55%
17,196
-231,628
12
$214K 2.39%
6,565
-225,864
13
$199K 2.22%
6,092
-148,533
14
$174K 1.95%
6,014
-176,843
15
$150K 1.67%
7,274
-174,286
16
$130K 1.46%
6,482
-129,670
17
$120K 1.34%
5,863
-115,289
18
$101K 1.13%
2,503
-101,497
19
$84.3K 0.94%
18,962
-136,492
20
$20.5K 0.23%
+249
21
$19.4K 0.22%
512
-19,588
22
$18.5K 0.21%
811
-17,644
23
$17.4K 0.19%
+58
24
$16.1K 0.18%
+311
25
$15.1K 0.17%
+285
1
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