Sun Life Financial Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Sun Life FinancialSun Life Financial NYSE: SLF has filed 13-F forms with the SEC as an investor. Sun Life Financial is itself a publicly traded company. For more information on Sun Life Financial stock, visit the Sun Life Financial stock profile here.Investment ActivitySun Life Financial has $1.59 million in total holdings as of March 31, 2024.Sun Life Financial owns shares of 32 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 37.94% of the portfolio was purchased this quarter.About 48.66% of the portfolio was sold this quarter.This quarter, Sun Life Financial has purchased 24 new stocks and bought additional shares in 4 stocks.Sun Life Financial sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $342,631iShares Core S&P 500 ETF $289,678Vanguard S&P 500 ETF $274,801iShares MSCI Taiwan ETF $78,338Invesco QQQ $77,395 Largest New Holdings this Quarter SPDR Bloomberg High Yield Bond ETF $15,412 HoldingiShares 7-10 Year Treasury Bond ETF $14,984 HoldingiShares MSCI Singapore ETF $9,986 HoldingiShares iBoxx $ Investment Grade Corporate Bond ETF $9,342 HoldingiShares MSCI Indonesia ETF $5,745 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 496,521 shares (about $261.04K)Vanguard S&P 500 ETF 536,635 shares (about $257.96K)iShares MSCI Taiwan ETF 337,500 shares (about $16.43K)SPDR Bloomberg High Yield Bond ETF 168,000 shares (about $15.41K)iShares 7-10 Year Treasury Bond ETF 152,000 shares (about $14.98K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,158,509 shares (about $605.98K)iShares MSCI India ETF 2,534,100 shares (about $130.73K)iShares MSCI South Korea ETF 492,400 shares (about $33.05K)Invesco QQQ 3,350 shares (about $1.49K)iShares MSCI Japan ETF 20,560 shares (about $1.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSun Life Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$342,631$605,981 ▼-63.9%655,03921.6%FinanceIVViShares Core S&P 500 ETF$289,678$261,036 ▲911.4%551,00218.2%ETFVOOVanguard S&P 500 ETF$274,801$257,960 ▲1,531.8%571,66917.3%ETFEWTiShares MSCI Taiwan ETF$78,338$16,429 ▲26.5%1,609,2504.9%ETFQQQInvesco QQQ$77,395$1,487 ▼-1.9%174,3104.9%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$77,3820.0%1,509,0004.9%ManufacturingMCWMister Car Wash$71,8370.0%9,269,2384.5%Consumer DiscretionaryEWYiShares MSCI South Korea ETF$68,538$33,045 ▼-32.5%1,021,2734.3%ETFPLDPrologis$47,9680.0%368,3593.0%FinanceXVViShares ESG Screened S&P 500 ETF$33,1600.0%823,0402.1%ETFCCAPCrescent Capital BDC$29,4470.0%1,706,0821.9%FinanceAVBAvalonBay Communities$27,9130.0%150,4271.8%FinanceDLRDigital Realty Trust$23,029$577 ▲2.6%159,8811.4%FinanceINDAiShares MSCI India ETF$16,029$130,734 ▼-89.1%310,7001.0%ETFCPTCamden Property Trust$15,6980.0%159,5281.0%FinanceJNKSPDR Bloomberg High Yield Bond ETF$15,412$15,412 ▲New Holding168,0001.0%FinanceIEFiShares 7-10 Year Treasury Bond ETF$14,984$14,984 ▲New Holding152,0000.9%ETFFRFirst Industrial Realty Trust$13,2850.0%252,8560.8%FinanceREXRRexford Industrial Realty$12,5680.0%249,8540.8%FinanceEWSiShares MSCI Singapore ETF$9,986$9,986 ▲New Holding543,9000.6%ETFEWUiShares MSCI United Kingdom ETF$9,3870.0%274,3930.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$9,342$9,342 ▲New Holding86,0000.6%FinanceEWJiShares MSCI Japan ETF$6,267$1,467 ▼-19.0%87,8290.4%ETFEIDOiShares MSCI Indonesia ETF$5,745$5,745 ▲New Holding255,0000.4%ETFEWMiShares MSCI Malaysia ETF$4,288$4,288 ▲New Holding196,8000.3%FinanceEPHEiShares MSCI Philippines ETF$3,882$3,882 ▲New Holding140,5000.2%ETFTHDiShares MSCI Thailand ETF$3,516$3,516 ▲New Holding60,2000.2%ETFEFAiShares MSCI EAFE ETF$2,509$735 ▼-22.7%31,4120.2%FinanceEWQiShares MSCI France ETF$2,5090.0%60,6000.2%ETFEWWiShares MSCI Mexico ETF$1,0870.0%15,6850.1%ETFEWGiShares MSCI Germany ETF$5440.0%17,1250.0%ETFEAFGrafTech International$4560.0%841,5280.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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