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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
113
63
67
4
38
7
88
76
49
SUN LIFE FINANCIAL INC

Time Period2018-12-31

Total Holdings613

Total Value ($x1000)473,957
Activities
New26

Increased416

Unchanged53

Decreased118

Sold Out34

Top 10 Stock Holdingstotal 60.9%
SPY33.54

QQQ9.1

LQD3.65

IVV3.14

VEU3.05

 
VOO2.77

LRGF1.67

EWU1.5

VYM1.3

IEFA1.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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SPY
33.54%
TR UNIT
QQQ
9.1%
UNIT SER 1
LQD
3.65%
IBOXX INV CP ETF
IVV
3.14%
CORE S&P500 ETF
VEU
3.05%
ALLWRLD EX US
VOO
2.77%
SHS
LRGF
1.67%
FCTSLC MSCI US
EWU
1.5%
MSCI UK ETF NEW
VYM
1.3%
HIGH DIV YLD
IEFA
1.18%
CORE MSCI EAFE
MDY
1.12%
UTSER1 S&PDCRP
VTI
0.96%
TOTAL STK MKT
EWJ
0.85%
MSCI JPN ETF NEW
IVOO
0.71%
MIDCP 400 IDX
VTWO
0.63%
VNG RUS2000IDX
EFA
0.6%
MSCI EAFE ETF
T
0.49%
COM
VZ
0.47%
COM
MSFT
0.45%
COM
EWQ
0.44%
MSCI FRANCE ETF
V
0.43%
COM CL A
PFE
0.43%
COM
HCN
0.42%
COM
HCP
0.41%
COM
PG
0.41%
COM
UPS
0.39%
CL B
IRM
0.39%
COM
PPL
0.38%
COM
VTR
0.38%
COM
MDT
0.38%
SHS
O
0.37%
COM
XOM
0.37%
COM
VIOO
0.37%
SMLLCP 600 IDX
MRK
0.37%
COM
CMCSA
0.37%
CL A
DUK
0.36%
COM NEW
TMO
0.35%
COM
PM
0.35%
COM
KO
0.35%
COM
D
0.34%
COM
SO
0.33%
COM
IBM
0.33%
COM
MO
0.32%
COM
ETR
0.32%
COM
CVX
0.32%
COM
SPG
0.32%
COM
DIS
0.31%
COM DISNEY
FE
0.3%
COM
KMB
0.29%
COM
HON
0.29%
COM
CCI
0.28%
COM
AES
0.28%
COM
F
0.28%
COM PAR $0.01
GIS
0.28%
COM
CNP
0.27%
COM
K
0.26%
COM
WMB
0.25%
COM
MET
0.25%
COM
JNJ
0.24%
COM
OKE
0.23%
COM
MMM
0.23%
COM
OXY
0.23%
COM
CINF
0.23%
COM
ORCL
0.23%
COM
CMI
0.22%
COM
EIX
0.22%
COM
PRU
0.21%
COM
CSCO
0.21%
COM
PFG
0.21%
COM
KHC
0.21%
COM
WU
0.21%
COM
SYK
0.2%
COM
KMI
0.2%
COM
IBKC
0.2%
COM
PBCT
0.2%
COM
ZMH
0.19%
COM
IP
0.19%
COM
JPM
0.19%
COM
GOOG
0.19%
CAP STK CL C
FB
0.18%
CL A
GOOGL
0.18%
CAP STK CL A
KSU
0.18%
COM NEW
CNI
0.18%
COM
LEG
0.18%
COM
STT
0.17%
COM
EWW
0.17%
MSCI MEX CAP ETF
UTX
0.15%
COM
CL
0.14%
COM
UNH
0.14%
COM
COO
0.13%
COM NEW
CTSH
0.13%
CL A
PPG
0.13%
COM
INTC
0.13%
COM
PYPL
0.12%
COM
GS
0.12%
COM
WFC
0.12%
COM
HD
0.11%
COM
STOR
0.11%
COM
MA
0.1%
CL A
WAT
0.1%
COM
PCTY
0.1%
COM
TECD
0.1%
COM
MPW
0.1%
COM
LOGM
0.1%
COM
SRI
0.1%
COM
TRS
0.09%
COM NEW
CATY
0.09%
COM
FIVN
0.09%
COM
RPD
0.09%
COM
KBR
0.09%
COM
TECH
0.09%
COM
PEP
0.09%
COM
WCC
0.09%
COM
WTFC
0.09%
COM
EBAY
0.09%
COM
SLB
0.09%
COM
EPAM
0.09%
COM
FHB
0.09%
COM
FORR
0.09%
COM
AWI
0.08%
COM
LOPE
0.08%
COM
EWG
0.08%
MSCI GERMANY ETF
LSI
0.08%
COM
EPR
0.08%
COM SH BEN INT
CSOD
0.08%
COM
ABBV
0.08%
COM
MCD
0.08%
COM
POR
0.08%
COM NEW
RBC
0.08%
COM
WMT
0.08%
COM
NCR
0.08%
COM
NRG
0.08%
COM NEW
FIBK
0.08%
COM CL A
C
0.08%
COM NEW
URBN
0.08%
COM
NGVT
0.07%
COM
TREX
0.07%
COM
FLOW
0.07%
COM
PSDO
0.07%
COM
PUMP
0.07%
COM
ITGR
0.07%
COM
MOH
0.07%
COM
BRX
0.07%
COM
NFLX
0.07%
COM
OMC
0.07%
COM
DWDP
0.07%
COM
SCHG
0.07%
US LCAP GR ETF
OZK
0.07%
COM
ADBE
0.06%
COM
LLY
0.06%
COM
AVGO
0.06%
COM
CNMD
0.06%
COM
VRS
0.06%
CL A
AVNS
0.06%
COM
CRM
0.06%
COM
UNP
0.06%
COM
SHEN
0.06%
COM
NKE
0.06%
CL B
UNVR
0.06%
COM
EWBC
0.05%
COM
UVE
0.05%
COM
CWEN/A
0.05%
CL A
BC
0.05%
COM
TXN
0.05%
COM
CACI
0.05%
CL A
COST
0.05%
COM
MTG
0.05%
COM
RMAX
0.05%
CL A
BMY
0.05%
COM
RDN
0.05%
COM
CVS
0.05%
COM
SIX
0.05%
COM
MCHP
0.05%
COM
REGI
0.05%
COM NEW
NEE
0.05%
COM
BKNG
0.05%
COM
NVDA
0.05%
COM
GILD
0.05%
COM
SBUX
0.05%
COM
BPOP
0.05%
COM NEW
JBL
0.05%
COM
TDS
0.04%
COM NEW
ANGO
0.04%
COM
AMAG
0.04%
COM
CAT
0.04%
COM
RM
0.04%
COM
THC
0.04%
COM NEW
AOBC
0.04%
COM
VNDA
0.04%
COM
IPGP
0.04%
COM
LOW
0.04%
COM
COTY
0.04%
COM CL A
PFF
0.04%
U.S. PFD STK ETF
GEO
0.04%
COM
EAT
0.04%
COM
CI
0.04%
COM
COP
0.04%
COM
VRNT
0.04%
COM
ACOR
0.04%
COM
USB
0.04%
COM NEW
AMT
0.04%
COM
UTHR
0.04%
COM
BEN
0.04%
COM
FFC
0.04%
COM
SKX
0.04%
CL A
QCOM
0.04%
COM
PWR
0.04%
COM
HCC
0.04%
COM
WAGE
0.04%
COM
PAHC
0.04%
CL A COM
CME
0.04%
COM
GE
0.04%
COM
CXW
0.04%
COM
PPC
0.04%
COM
SPTN
0.04%
COM
LMT
0.04%
COM
ENVA
0.04%
COM
CAP
0.04%
COM
DHR
0.04%
COM
TITN
0.04%
COM
LBRT
0.04%
CL A
HRI
0.04%
COM
BIIB
0.04%
COM
HOG
0.04%
COM
MGNX
0.03%
COM
PKOH
0.03%
COM
MDLZ
0.03%
CL A
WBA
0.03%
COM
IIN
0.03%
COM
TJX
0.03%
COM
LNTH
0.03%
COM
EXP
0.03%
COM
DK
0.03%
COM
PNC
0.03%
COM
MDU
0.03%
COM
ISRG
0.03%
COM NEW
MCK
0.03%
COM
TAST
0.03%
COM
UNIT
0.03%
COM
MS
0.03%
COM NEW
PBF
0.03%
CL A
CHTR
0.03%
CL A
SANM
0.03%
COM
INTU
0.03%
COM
FOXA
0.03%
CL A
CSX
0.03%
COM
EOG
0.03%
COM
SCHW
0.03%
COM
BSX
0.03%
COM
BLK
0.03%
COM
DE
0.03%
COM
ARCB
0.03%
COM
FWRD
0.03%
COM
SCWX
0.03%
CL A
ASRT
0.03%
COM
NOV
0.03%
COM
RNG
0.03%
CL A
APTS
0.03%
COM
ALSN
0.03%
COM
CELG
0.03%
COM
ILMN
0.03%
COM
GM
0.03%
COM
RTN
0.03%
COM NEW
SBH
0.03%
COM
GD
0.03%
COM
EXC
0.03%
COM
ICE
0.03%
COM
SPGI
0.02%
COM
NOC
0.02%
COM
PB
0.02%
COM
VRTX
0.02%
COM
BCC
0.02%
COM
OSIS
0.02%
COM
NSC
0.02%
COM
BPL
0.02%
UNIT LTD PARTN
KNL
0.02%
COM NEW
ZTS
0.02%
CL A
SCHM
0.02%
US MID-CAP ETF
MMC
0.02%
COM
HUM
0.02%
COM
WYNN
0.02%
COM
MPC
0.02%
COM
ITW
0.02%
COM
ADSW
0.02%
COM
FDX
0.02%
COM
BANF
0.02%
COM
EMR
0.02%
COM
MRC
0.02%
COM
ECL
0.02%
COM
PLD
0.02%
COM
MU
0.02%
COM
PSX
0.02%
COM
PINC
0.02%
CL A
COF
0.02%
COM
ATVI
0.02%
COM
WM
0.02%
COM
PGR
0.02%
COM
TGT
0.02%
COM
HCA
0.02%
COM
FIS
0.02%
COM
HPQ
0.02%
COM
TWNK
0.02%
CL A
TRV
0.02%
COM
IWO
0.02%
RUS 2000 GRW ETF
FSCT
0.02%
COM
SHW
0.02%
COM
VLO
0.02%
COM
EW
0.02%
COM
ROST
0.02%
COM
DAL
0.02%
COM NEW
MAR
0.02%
CL A
VREX
0.02%
COM
RHT
0.02%
COM
ZUMZ
0.02%
COM
PSA
0.02%
COM
SYY
0.02%
COM
SRE
0.02%
COM
FISV
0.02%
COM
BJRI
0.02%
COM
LTXB
0.02%
COM
YUM
0.02%
COM
EL
0.02%
CL A
REGN
0.02%
COM
DG
0.02%
COM
EQIX
0.02%
COM PAR $0.001
ORLY
0.02%
COM
ROP
0.02%
COM
GHDX
0.02%
COM
STZ
0.02%
CL A
PEG
0.02%
COM
NUVA
0.02%
COM
EB
0.02%
CL A
BRKR
0.01%
COM
AMC
0.01%
CL A COM
ACCO
0.01%
COM
CTLT
0.01%
COM
XEL
0.01%
COM
GLW
0.01%
COM
EQR
0.01%
SH BEN INT
EA
0.01%
COM
ED
0.01%
COM
LUV
0.01%
COM
EXPR
0.01%
COM
CNC
0.01%
COM
NSIT
0.01%
COM
VFC
0.01%
COM
FOX
0.01%
CL B
STI
0.01%
COM
MCO
0.01%
COM
HAL
0.01%
COM
HAFC
0.01%
COM NEW
PRTY
0.01%
COM
TROW
0.01%
COM
ZEUS
0.01%
COM
PXD
0.01%
COM
DLR
0.01%
COM
SCS
0.01%
CL A
KR
0.01%
COM
FNKO
0.01%
CL A
WEC
0.01%
COM
LRCX
0.01%
COM
XLNX
0.01%
COM
A
0.01%
COM
DLTR
0.01%
COM
HLT
0.01%
WHEN ISSUED
MLHR
0.01%
COM
FTV
0.01%
COM
CXO
0.01%
COM
MTB
0.01%
COM
ES
0.01%
COM
PAYX
0.01%
COM
TWTR
0.01%
COM
DFS
0.01%
COM
CCL
0.01%
PAIRED CTF
DTE
0.01%
COM
PCAR
0.01%
COM
PH
0.01%
COM
MNST
0.01%
COM
HPE
0.01%
COM
CLX
0.01%
COM
UAL
0.01%
COM
SPKE
0.01%
COM
NTRS
0.01%
COM
MSI
0.01%
COM NEW
IQV
0.01%
COM
POL
0.01%
COM
SWK
0.01%
COM
NEM
0.01%
COM
SBAC
0.01%
CL A
ROK
0.01%
COM
ELF
0.01%
COM
VRSK
0.01%
CL A
BXP
0.01%
COM
FBM
0.01%
COM
MKC
0.01%
COM NON VTG
CERN
0.01%
COM
WTI
0.01%
COM
RYI
0.01%
COM
WY
0.01%
COM
OFG
0.01%
COM
TDG
0.01%
COM
GPN
0.01%
COM
FLT
0.01%
COM
NUE
0.01%
COM
RMD
0.01%
COM
IDXX
0.01%
COM
SYF
0.01%
COM
ESS
0.01%
COM
HRS
0.01%
COM
HIG
0.01%
COM
TSN
0.01%
CL A
CHD
0.01%
COM
VRSN
0.01%
COM
VOT
0.01%
MCAP GR IDXVIP
NTAP
0.01%
COM
FITB
0.01%
COM
RSG
0.01%
COM
KEY
0.01%
COM
XHR
0.01%
COM
FCX
0.01%
COM
EVRG
0.01%
COM
FAST
0.01%
COM
DXC
0.01%
COM
AMP
0.01%
COM
CBS
0.01%
CL B
HSY
0.01%
COM
CTL
0.01%
COM
CTAS
0.01%
COM
MXIM
0.01%
COM
KLAC
0.01%
COM
CMS
0.01%
COM
MTD
0.01%
COM
GPC
0.01%
COM
CFG
0.01%
COM
ULTA
0.01%
COM
FANG
0.01%
COM
LLL
0.01%
COM
CAH
0.01%
COM
TSS
0.01%
COM
RF
0.01%
COM
AJG
0.01%
COM
EXPE
0.01%
COM NEW
IFF
0.01%
COM
GWW
0.01%
COM
CTXS
0.01%
COM
VMC
0.01%
COM
AAL
0.01%
COM
LH
0.01%
COM NEW
MSCI
0.01%
COM
HBAN
0.01%
COM
LPLA
0.01%
COM
CBG
0.01%
CL A
DF
0.01%
COM NEW
L
0.01%
COM
ITT
0.01%
COM
PCG
0.01%
COM
MRO
0.01%
COM
CDNS
0.01%
COM
SNPS
0.01%
COM
DRI
0.01%
COM
MGM
0.01%
COM
HST
0.01%
COM
DHI
0.01%
COM
ANSS
0.01%
COM
HSIC
0.01%
COM
XYL
0.01%
COM
ABC
0.01%
COM
EXPD
0.01%
COM
SWKS
0.01%
COM
ETFC
0.01%
COM NEW
SYMC
0.01%
COM
HRL
0.01%
COM
EXR
0.01%
COM
CHRW
0.01%
COM NEW
WCG
0.01%
COM
IT
0.01%
COM
LEN
0.01%
CL A
TXT
0.01%
COM
AAP
0.01%
COM
TTWO
0.01%
COM
KEYS
0.01%
COM
BR
0.01%
COM
DGX
0.01%
COM
LNC
0.01%
COM
INCY
0.01%
COM
EFX
0.01%
COM
HOLX
0.01%
COM
CMA
0.01%
COM
KSS
0.01%
COM
KMX
0.01%
COM
MAA
0.01%
COM
CBOE
0.01%
COM
WDC
0.01%
COM
BHGE
0.01%
CL A
LW
0.01%
COM
VNO
0.01%
SH BEN INT
MLM
0.01%
COM
CMG
0.01%
COM
VAR
0.01%
COM
UDR
0.01%
COM
REZI
0.01%
COM
MOS
0.01%
COM
DOV
0.01%
COM
SJM
0.01%
COM NEW
EMN
0.01%
COM
DVN
0.01%
COM
TAP
0.01%
CL B
TSCO
0.01%
COM
REG
0.01%
COM
AKAM
0.01%
COM
CF
0.01%
COM
UHS
0.01%
CL B
FTNT
0.01%
COM
HES
0.01%
COM
SIVB
0.01%
COM
CAG
0.01%
COM
FMC
0.01%
COM NEW
COG
0.01%
COM
RJF
0.01%
COM
WRK
0.01%
COM
CPRT
0.01%
COM
TPR
0.01%
COM
FFIV
0.01%
COM
JKHY
0.01%
COM
JNPR
0.01%
COM
HAS
0.01%
COM
DRE
0.01%
COM NEW
NDAQ
0.01%
COM
GMS
0.01%
COM
DNOW
0.01%
COM
PNW
0.01%
COM
M
0.01%
COM
NBL
0.01%
COM
NI
0.01%
COM
PIRS
0.01%
COM
MAS
0.01%
COM
VIAB
0.01%
CL B
URI
0.01%
COM
PKI
0.01%
COM
FRT
0.01%
SH BEN INT NEW
TIF
0.01%
COM
JBHT
< 0.01%
COM
HII
< 0.01%
COM
SNA
< 0.01%
COM
XRAY
< 0.01%
COM
HFC
< 0.01%
COM
NWL
< 0.01%
COM
GCI
< 0.01%
COM
PKG
< 0.01%
COM
IPG
< 0.01%
COM
MDCA
< 0.01%
CL A SUB VTG
ZION
< 0.01%
COM
BF/B
< 0.01%
CL B
LKQ
< 0.01%
COM
TMK
< 0.01%
COM
QRVO
< 0.01%
COM
DISCK
< 0.01%
COM SER C
MHK
< 0.01%
COM
SCHN
< 0.01%
CL A
PVH
< 0.01%
COM
ONDK
< 0.01%
COM
ARNC
< 0.01%
COM
SCG
< 0.01%
COM
AIV
< 0.01%
CL A
SLG
< 0.01%
COM
JEC
< 0.01%
COM
PHM
< 0.01%
COM
WHR
< 0.01%
COM
RHI
< 0.01%
COM
UNM
< 0.01%
COM
DVA
< 0.01%
COM
ITIC
< 0.01%
COM
CPB
< 0.01%
COM
CUTR
< 0.01%
COM
KIM
< 0.01%
COM
FLIR
< 0.01%
COM
AOS
< 0.01%
COM
FL
< 0.01%
COM
XEC
< 0.01%
COM
LB
< 0.01%
COM
SJI
< 0.01%
COM
GPS
< 0.01%
COM
NKTR
< 0.01%
COM
ATNI
< 0.01%
COM
DISH
< 0.01%
CL A
RL
< 0.01%
CL A
SEE
< 0.01%
COM
ROL
< 0.01%
COM
FBHS
< 0.01%
COM
TRIP
< 0.01%
COM
JWN
< 0.01%
COM
FLS
< 0.01%
COM
HP
< 0.01%
COM
JEF
< 0.01%
COM
AIZ
< 0.01%
COM
FLR
< 0.01%
COM
HBI
< 0.01%
COM
GT
< 0.01%
COM
MAC
< 0.01%
COM
NWSA
< 0.01%
CL A
XRX
< 0.01%
COM NEW
DISCA
< 0.01%
COM SER A
BHF
< 0.01%
COM
MAT
< 0.01%
COM
UA/C
< 0.01%
CL C
UAA
< 0.01%
CL A
NFX
< 0.01%
COM
STC
< 0.01%
COM
FAF
< 0.01%
COM
NWS
< 0.01%
CL B
FNF
< 0.01%
COM
ORI
< 0.01%
COM
BKI
< 0.01%
COM
XLK
2.09%
TECHNOLOGY
XLV
1.14%
SBI HEALTHCARE
XLF
1.06%
SBI INT-FINL
XLY
1.03%
SBI CONS DISCR
XLI
0.75%
SBI INT-INDS
XLP
0.54%
SBI CONS STPLS
XLE
0.51%
SBI INT-ENERGY
XLU
0.23%
SBI INT-UTILS
XLRE
0.22%
RL EST SEL SEC
XLB
0.2%
SBI MATERIALS
IYZ
0.16%
U.S. TELECOM ETF
PX
0.06%
COM
SERV
0.06%
COM
EBS
0.06%
COM
ALRN
0.05%
COM
GBX
0.04%
COM
QUAD
0.03%
COM CL A
AET
0.03%
COM
MIK
0.03%
COM
ESRX
0.03%
COM
CI
0.03%
COM
RP
0.02%
COM
LYB
0.02%
SHS - A -
MDC
0.02%
COM
IVZ
0.02%
SHS
KRO
0.02%
COM
CNDT
0.01%
COM
COL
0.01%
COM
ANDV
0.01%
COM
CA
0.01%
COM
WNC
0.01%
COM
EQT
0.01%
COM
EVHC
< 0.01%
COM
SRCL
< 0.01%
COM