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
$1.41B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15M
3
+$9.35M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M
5
UNP icon
Union Pacific
UNP
+$97.7K

Top Sells

1
+$3.31M
2
+$3M
3
+$2.01M
4
BXP icon
Boston Properties
BXP
+$1.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$336K

Sector Composition

1 Real Estate 8.14%
2 Consumer Discretionary 5.71%
3 Financials 1.29%
4 Healthcare 0.38%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$759M 53.83%
1,854,373
-8,085
2
$79.9M 5.67%
9,269,238
3
$76.3M 5.41%
1,509,000
4
$61.6M 4.37%
191,900
-6,250
5
$46.7M 3.31%
928,354
6
$46M 3.26%
368,359
7
$40.2M 2.85%
810,259
8
$39.9M 2.83%
402,286
9
$29M 2.06%
77,179
+36
10
$25.4M 1.8%
823,040
11
$22.6M 1.6%
215,784
12
$20.9M 1.48%
50,803
13
$17.8M 1.26%
106,048
14
$15.4M 1.09%
+168,000
15
$15M 1.06%
+152,000
16
$14.9M 1.06%
249,854
17
$14.7M 1.04%
1,076,654
18
$13.5M 0.95%
252,856
19
$10.2M 0.72%
94,000
+86,000
20
$9.04M 0.64%
280,073
21
$6.47M 0.46%
110,309
-5,730
22
$5.99M 0.43%
56,817
+95
23
$4.69M 0.33%
87,791
+111
24
$3.08M 0.22%
43,062
+32,220
25
$2.77M 0.2%
73,150
-850
1
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