SL

Sun Life Financial INC

13F
Sun Life Financial INC
Last update 2024-10-24 33 Stocks (4 new)
Value $1.79 Bil Turnover 5 %
Countries:
Top Holdings: SPY(20.23%)IVV(16.96%)VOO(16.74%)EWT(5.76%)EWY(5.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sun Life Financial INC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
632,029
362630.000
-1.04%
20.230
-0.22%
0.060
+0.31%
-0.80%
614403.485
 
IVV 		iShares Core S&P 500 ETF
527,026
304000.000
-1.31%
16.960
-0.23%
0.060
+0.31%
-0.76%
581431.011
 
VOO 		Vanguard S&P 500 ETF
568,600
300030.000
0%
16.740
0%
0.060
+0.35%
-0.79%
539292.493
 
EWT 		iShares MSCI Taiwan ETF
1,916,150
103220.000
-1.73%
5.760
-0.11%
1.850
-8.75%
-2.88%
5087.554
 
EWY 		iShares MSCI South Korea ETF
1,405,773
89910.000
-5.70%
5.020
-0.34%
1.830
-15.62%
+5.11%
3319.029
 
QQQ 		INVESCO QQQ Trust
169,660
82810.000
+0.28%
4.620
+0.01%
0.030
+2.47%
-1.11%
314357.208
 
IGSB 		iShares 1-3 Year Credit Bond ETF
1,509,000
79460.000
0%
4.430
0%
0.370
-1.39%
-0.34%
21091.214
 
MCW 		Mister Car Wash Inc
9,269,238
62010.000
0%
3.460
0%
2.880
+13.16%
-2.67%
2287.975
Vehicles & Parts
BKLN 		Invesco Senior Loan ETF
2,145,000
44960.000
New Holding
2.510
+2.51%
0.610
-0.14%
+0.14%
9480.230
 
CCAP 		Crescent Capital BDC Inc
2,226,308
41190.000
+20.75%
2.300
+0.40%
6.010
+3.95%
-3.23%
690.086
Asset Management

Sun Life Financial INC's Historical Top Holdings Breakdowns

Sun Life Financial INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-03-31Reduce
-33.28%
●
467.28 ($497.86) 523.17
$581.50
16.80%
Reduce -63.88%
655,039
-1,158,509
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+16.42%
●
469.56 ($500.36) 525.73
$584.27
16.77%
Add 911.37%
551,002
496,521
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+16.23%
●
429.43 ($457.68) 481.35
$534.67
16.82%
Add 1531.75%
571,669
536,635
INDA 		iShares MSCI India ETF2024-03-31Reduce
-7.47%
●
48.59 ($50.43) 52.29
$50.54
0.22%
Reduce -89.08%
310,700
-2,534,100
EWY 		iShares MSCI South Korea ETF2023-12-31New Buy
+5.99%
●
54.64 ($60.82) 65.98
$53.99
-11.23%
New holding
1,513,673
1,513,673
INDA 		iShares MSCI India ETF2023-06-30New Buy
+5.85%
●
39.29 ($41.33) 43.7
$50.54
22.28%
New holding
2,190,600
2,190,600
EWT 		iShares MSCI Taiwan ETF2023-06-30New Buy
+4.45%
●
42.92 ($45.62) 49.03
$50.28
10.22%
New holding
1,546,250
1,546,250
JPST 		JPMorgan Ultra-Short Income ETF2023-09-30Sold Out
-2.85%
●
49.94 ($50.1) 50.25
$50.40
0.60%
Sold Out
0
-928,354
BKLN 		Invesco Senior Loan ETF2024-09-30New Buy
+2.51%
●
20.69 ($21.02) 21.17
$21.14
0.56%
New holding
2,145,000
2,145,000
NEAR 		BlackRock Short Duration Bond ETF2023-09-30Sold Out
-2.46%
●
49.55 ($49.74) 49.89
$50.34
1.20%
Sold Out
0
-810,259

Sun Life Financial INC Total Holding History ($B)

To

Sun Life Financial INC's Asset Allocation

To

Sun Life Financial INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sun Life Financial INC's Hypothetical Growth since 2024-09-30

Sun Life Financial INC's Yearly Returns

Year Portfolio % % Excess Gain %

Sun Life Financial INC's Holdings Heat Map

Size field:

Sun Life Financial INC's Holdings Bubble Chart

Sun Life Financial INC News

  • 1

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