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
$551M
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.39M
3
+$1.3M
4
PFG icon
Principal Financial Group
PFG
+$1.25M
5
CCI icon
Crown Castle
CCI
+$1.21M

Top Sells

1
+$85.2M
2
+$48M
3
+$39.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.78M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.89M

Sector Composition

1 Financials 4.2%
2 Healthcare 4.12%
3 Industrials 3.58%
4 Consumer Staples 3.31%
5 Technology 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 25.87%
490,663
+57,855
2
$51.6M 9.36%
277,700
-5,500
3
$17.6M 3.2%
153,056
4
$17.3M 3.14%
59,180
5
$16.2M 2.94%
311,818
6
$15.4M 2.8%
57,760
-146
7
$11.5M 2.09%
153,000
-63,434
8
$9.55M 1.73%
284,088
-1,426,461
9
$8.28M 1.5%
242,580
-57,775
10
$6.93M 1.26%
79,586
-206
11
$6.5M 1.18%
101,447
12
$6.43M 1.17%
17,500
13
$6.26M 1.14%
65,819
-30,344
14
$5.85M 1.06%
212,143
-93,904
15
$5.66M 1.03%
48,298
-23,173
16
$5.34M 0.97%
35,678
17
$4.7M 0.85%
78,014
-675
18
$4.16M 0.75%
53,017
-25,347
19
$3.77M 0.68%
55,650
20
$3.73M 0.68%
54,856
21
$2.95M 0.54%
54,760
-28,178
22
$2.92M 0.53%
115,150
+17,743
23
$2.81M 0.51%
41,362
-576,230
24
$2.8M 0.51%
36,985
-11,484
25
$2.47M 0.45%
78,675
-1,775
1
2 3 4 5