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
$1.01B
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$46.3M
3
+$29.1M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.38M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$2.71M

Top Sells

1
+$32.3M
2
+$11.6M
3
+$7.61M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.24M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.12M

Sector Composition

1 Healthcare 2.71%
2 Financials 2.38%
3 Technology 2.06%
4 Communication Services 1.97%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$322M 31.79%
1,279,840
-128,728
2
$87M 8.6%
1,046,600
3
$70.7M 6.99%
1,032,943
+425,084
4
$51.2M 5.06%
+1,710,549
5
$46.3M 4.57%
+381,531
6
$44.4M 4.39%
305,050
-3,750
7
$23.1M 2.29%
391,252
-196,156
8
$21.3M 2.11%
84,279
9
$18.2M 1.8%
78,925
-17,996
10
$16.5M 1.63%
312,271
-27,226
11
$14.6M 1.44%
563,591
-294,241
12
$14.4M 1.43%
176,758
-88,638
13
$11.8M 1.17%
130,962
-67,940
14
$10.5M 1.04%
200,000
15
$10.2M 1.01%
143,547
-76,200
16
$8.98M 0.89%
257,650
+77,675
17
$8.2M 0.81%
151,980
-89,755
18
$6.79M 0.67%
52,442
19
$6.07M 0.6%
88,606
-44,829
20
$5.96M 0.59%
73,499
+1,707
21
$5.72M 0.57%
102,764
+60,625
22
$5.71M 0.56%
17,500
23
$4.22M 0.42%
56,695
+341
24
$3.87M 0.38%
65,054
25
$3.43M 0.34%
56,706
1
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