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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
112
64
61
4
38
7
87
75
53
SUN LIFE FINANCIAL INC

Time Period2019-03-31

Total Holdings609

Total Value ($x1000)452,899
Activities
New27

Increased139

Unchanged17

Decreased426

Sold Out31

Top 10 Stock Holdingstotal 59.91%
SPY29.15

QQQ10.22

LQD4.03

VEU3.74

VOO3.35

 
AGG2.93

IVV1.86

EWU1.78

VYM1.52

MDY1.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
29.15%
TR UNIT
QQQ
10.22%
UNIT SER 1
LQD
4.03%
IBOXX INV CP ETF
VEU
3.74%
ALLWRLD EX US
VOO
3.35%
SHS
AGG
2.93%
CORE TOTUSBD ETF
IVV
1.86%
CORE S&P500 ETF
EWU
1.78%
MSCI UK ETF NEW
VYM
1.52%
HIGH DIV YLD
MDY
1.33%
UTSER1 S&PDCRP
VTI
1.14%
TOTAL STK MKT
EWJ
1.01%
MSCI JPN ETF NEW
IVOO
0.79%
MIDCP 400 IDX
VTWO
0.76%
VNG RUS2000IDX
EFA
0.7%
MSCI EAFE ETF
PM
0.53%
COM
MO
0.5%
COM
T
0.49%
COM
EWQ
0.49%
MSCI FRANCE ETF
KIM
0.49%
COM
F
0.45%
COM PAR $0.01
UPS
0.45%
CL B
V
0.44%
COM CL A
XOM
0.43%
COM
IRM
0.42%
COM
SLB
0.41%
COM
TMO
0.4%
COM
WMB
0.4%
COM
OKE
0.39%
COM
CMCSA
0.38%
CL A
VIOO
0.38%
SMLLCP 600 IDX
IBM
0.38%
COM
MAC
0.38%
COM
WY
0.37%
COM
MDT
0.36%
SHS
SO
0.35%
COM
GIS
0.35%
COM
PPL
0.35%
COM
CVX
0.34%
COM
OXY
0.34%
COM
VZ
0.34%
COM
MSFT
0.34%
COM
VTR
0.33%
COM
KMI
0.32%
COM
HCP
0.32%
COM
D
0.32%
COM
HON
0.31%
COM
K
0.31%
COM
HCN
0.31%
COM
HST
0.31%
COM
SPG
0.3%
COM
PFG
0.28%
COM
DIS
0.28%
COM DISNEY
O
0.28%
COM
IP
0.28%
COM
PBCT
0.28%
COM
DUK
0.27%
COM NEW
PRU
0.27%
COM
ETR
0.26%
COM
WU
0.26%
COM
LEG
0.26%
COM
ED
0.24%
COM
KHC
0.24%
COM
FE
0.24%
COM
SYK
0.24%
COM
AES
0.24%
COM
CNP
0.23%
COM
MET
0.23%
COM
HBAN
0.23%
COM
GILD
0.23%
COM
ORCL
0.23%
COM
MMM
0.22%
COM
IPG
0.22%
COM
ZMH
0.22%
COM
CNI
0.21%
COM
KSU
0.21%
COM NEW
KEY
0.21%
COM
CSCO
0.2%
COM
EWW
0.18%
MSCI MEX CAP ETF
JNJ
0.18%
COM
STT
0.16%
COM
IBKC
0.16%
COM
UTX
0.15%
COM
FB
0.15%
CL A
PPG
0.15%
COM
CL
0.15%
COM
CTSH
0.14%
CL A
COO
0.14%
COM NEW
STOR
0.14%
COM
GOOG
0.14%
CAP STK CL C
PUMP
0.13%
COM
TECH
0.13%
COM
GOOGL
0.13%
CAP STK CL A
TECD
0.13%
COM
GS
0.13%
COM
PYPL
0.13%
COM
JPM
0.12%
COM
WAT
0.12%
COM
PCTY
0.12%
COM
KBR
0.12%
COM
RPD
0.12%
COM
CATY
0.12%
COM
FIVN
0.12%
COM
SRI
0.12%
COM
MPW
0.12%
COM
TRS
0.11%
COM NEW
SKX
0.11%
CL A
CSOD
0.11%
COM
PSDO
0.11%
COM
EPR
0.11%
COM SH BEN INT
FHB
0.11%
COM
OZK
0.11%
COM
EBAY
0.11%
COM
LOPE
0.11%
COM
WCC
0.1%
COM
NGVT
0.1%
COM
PG
0.1%
COM
FORR
0.1%
COM
RBC
0.1%
COM
WTFC
0.09%
COM
EWG
0.09%
MSCI GERMANY ETF
POR
0.09%
COM NEW
INTC
0.09%
COM
EFX
0.09%
COM
NCR
0.09%
COM
EPAM
0.09%
COM
UNH
0.09%
COM
PFE
0.09%
COM
FIBK
0.09%
COM CL A
AWI
0.09%
COM
THC
0.09%
COM NEW
CNMD
0.09%
COM
ILPT
0.08%
COM SHS BEN INT
LSI
0.08%
COM
NRG
0.08%
COM NEW
HD
0.08%
COM
MRK
0.08%
COM
SCHG
0.08%
US LCAP GR ETF
MA
0.08%
CL A
FLOW
0.08%
COM
MOH
0.08%
COM
WFC
0.07%
COM
UNVR
0.07%
COM
CXW
0.07%
COM
AMC
0.07%
CL A COM
CACI
0.07%
CL A
ITGR
0.07%
COM
LOGM
0.07%
COM
CWEN/A
0.07%
CL A
KO
0.07%
COM
TREX
0.07%
COM
MTG
0.07%
COM
COTY
0.07%
COM CL A
RDN
0.07%
COM
PEP
0.06%
COM
HAFC
0.06%
COM NEW
VRS
0.06%
CL A
EWBC
0.06%
COM
CABO
0.06%
COM
BC
0.06%
COM
VRNT
0.06%
COM
OMC
0.06%
COM
AVNS
0.06%
COM
IPGP
0.06%
COM
SHEN
0.06%
COM
NFLX
0.06%
COM
PPC
0.06%
COM
AKBA
0.06%
COM
WAGE
0.06%
COM
HRI
0.06%
COM
MRC
0.05%
COM
C
0.05%
COM NEW
MCD
0.05%
COM
ANGO
0.05%
COM
CTRE
0.05%
COM
BPOP
0.05%
COM NEW
LNTH
0.05%
COM
WMT
0.05%
COM
HCC
0.05%
COM
MCHP
0.05%
COM
JBL
0.05%
COM
PAHC
0.05%
CL A COM
TOL
0.05%
COM
ADBE
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
ETRN
0.05%
COM
RM
0.05%
COM
UVE
0.05%
COM
FWRD
0.05%
COM
ENVA
0.05%
COM
EXP
0.05%
COM
UTHR
0.05%
COM
SIX
0.05%
COM
CRM
0.05%
COM
UNP
0.05%
COM
TITN
0.05%
COM
AVGO
0.04%
COM
DWDP
0.04%
COM
TDS
0.04%
COM NEW
ABBV
0.04%
COM
LEVI
0.04%
CL A COM STK
SRC
0.04%
COM NEW
APTS
0.04%
COM
LLY
0.04%
COM
NVDA
0.04%
COM
ASRT
0.04%
COM
COST
0.04%
COM
NKE
0.04%
CL B
AMAG
0.04%
COM
SCWX
0.04%
CL A
CAP
0.04%
COM
VREX
0.04%
COM
PKOH
0.04%
COM
DK
0.04%
COM
TXN
0.04%
COM
SANM
0.04%
COM
ACOR
0.04%
COM
RNG
0.04%
CL A
SPTN
0.04%
COM
SBUX
0.03%
COM
NEE
0.03%
COM
HOG
0.03%
COM
WHD
0.03%
CL A
MGNX
0.03%
COM
LBRT
0.03%
CL A
AOBC
0.03%
COM
GE
0.03%
COM
LOW
0.03%
COM
AMT
0.03%
COM
TAST
0.03%
COM
IIN
0.03%
COM
FSCT
0.03%
COM
DHR
0.03%
COM
OSIS
0.03%
COM
REGI
0.03%
COM NEW
BKNG
0.03%
COM
CAT
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
BMY
0.03%
COM
BCC
0.03%
COM
PB
0.03%
COM
OFIX
0.03%
COM
BHR
0.03%
COM
PWR
0.03%
COM
ALSN
0.03%
COM
COP
0.03%
COM
ADSW
0.03%
COM
LMT
0.03%
COM
MDLZ
0.03%
CL A
USB
0.03%
COM NEW
SBH
0.03%
COM
ARCB
0.03%
COM
CVS
0.03%
COM
QCOM
0.03%
COM
EQC
0.03%
COM SH BEN INT
INTU
0.03%
COM
NOV
0.03%
COM
CELG
0.02%
COM
TJX
0.02%
COM
WYNN
0.02%
COM
ZUMZ
0.02%
COM
ISRG
0.02%
COM NEW
CI
0.02%
COM
IWO
0.02%
RUS 2000 GRW ETF
TWNK
0.02%
CL A
CHTR
0.02%
CL A
MAR
0.02%
CL A
FNKO
0.02%
CL A
STAG
0.02%
COM
CME
0.02%
COM
CSX
0.02%
COM
PSB
0.02%
COM
PNC
0.02%
COM
LTXB
0.02%
COM
EOG
0.02%
COM
MS
0.02%
COM NEW
BRKR
0.02%
COM
PBH
0.02%
COM
BSX
0.02%
COM
CCI
0.02%
COM
CTLT
0.02%
COM
SPGI
0.02%
COM
NSIT
0.02%
COM
MDU
0.02%
COM
ACCO
0.02%
COM
BLK
0.02%
COM
DE
0.02%
COM
RTN
0.02%
COM NEW
SCHW
0.02%
COM
WBA
0.02%
COM
NSC
0.02%
COM
EXC
0.02%
COM
GM
0.02%
COM
GHDX
0.02%
COM
ZTS
0.02%
CL A
MMC
0.02%
COM
VRTX
0.02%
COM
MU
0.02%
COM
BIIB
0.02%
COM
GD
0.02%
COM
NOC
0.02%
COM
ILMN
0.02%
COM
PLD
0.02%
COM
ECL
0.02%
COM
BJRI
0.02%
COM
ITW
0.02%
COM
FDX
0.02%
COM
KNL
0.02%
COM NEW
GEO
0.02%
COM
ICE
0.02%
COM
KMB
0.02%
COM
PGR
0.02%
COM
EMR
0.02%
COM
TGT
0.02%
COM
MANH
0.02%
COM
PARR
0.02%
COM NEW
MPC
0.02%
COM
MLHR
0.02%
COM
WM
0.02%
COM
PSX
0.02%
COM
EW
0.02%
COM
COF
0.01%
COM
URBN
0.01%
COM
EQIX
0.01%
COM PAR $0.001
SPKE
0.01%
COM
RYI
0.01%
COM
FIS
0.01%
COM
AQUA
0.01%
COM
TRV
0.01%
COM
EL
0.01%
CL A
HUM
0.01%
COM
SHW
0.01%
COM
ROP
0.01%
COM
VLO
0.01%
COM
SRE
0.01%
COM
ATVI
0.01%
COM
HCA
0.01%
COM
FISV
0.01%
COM
ROST
0.01%
COM
ATNI
0.01%
COM
USNA
0.01%
COM
PSA
0.01%
COM
EXPR
0.01%
COM
RHT
0.01%
COM
REGN
0.01%
COM
XLNX
0.01%
COM
OFG
0.01%
COM
DAL
0.01%
COM NEW
SYY
0.01%
COM
VOT
0.01%
MCAP GR IDXVIP
DG
0.01%
COM
EA
0.01%
COM
ORLY
0.01%
COM
YUM
0.01%
COM
PEG
0.01%
COM
MCO
0.01%
COM
HPQ
0.01%
COM
STZ
0.01%
CL A
XEL
0.01%
COM
EQR
0.01%
SH BEN INT
VFC
0.01%
COM
LRCX
0.01%
COM
STI
0.01%
COM
LUV
0.01%
COM
PXD
0.01%
COM
GLW
0.01%
COM
A
0.01%
COM
PAYX
0.01%
COM
HAL
0.01%
COM
WEC
0.01%
COM
FTV
0.01%
COM
DLR
0.01%
COM
ITT
0.01%
COM
DLTR
0.01%
COM
HLT
0.01%
WHEN ISSUED
LPLA
0.01%
COM
TWTR
0.01%
COM
TROW
0.01%
COM
PCAR
0.01%
COM
DFS
0.01%
COM
DTE
0.01%
COM
MSI
0.01%
COM NEW
CMI
0.01%
COM
IQV
0.01%
COM
TDG
0.01%
COM
CNC
0.01%
COM
SBAC
0.01%
CL A
MCK
0.01%
COM
CXO
0.01%
COM
PH
0.01%
COM
ES
0.01%
COM
GPN
0.01%
COM
VRSK
0.01%
CL A
MTB
0.01%
COM
ROK
0.01%
COM
MNST
0.01%
COM
HPE
0.01%
COM
FLT
0.01%
COM
BXP
0.01%
COM
CCL
0.01%
PAIRED CTF
SWK
0.01%
COM
SYF
0.01%
COM
TSN
0.01%
CL A
CLX
0.01%
COM
KLAC
0.01%
COM
EIX
0.01%
COM
NTRS
0.01%
COM
IDXX
0.01%
COM
KR
0.01%
COM
FITB
0.01%
COM
ULTA
0.01%
COM
PIRS
0.01%
COM
VRSN
0.01%
COM
ESS
0.01%
COM
NEM
0.01%
COM
HRS
0.01%
COM
FCX
0.01%
COM
CERN
0.01%
COM
MKC
0.01%
COM NON VTG
FAST
0.01%
COM
CMG
0.01%
COM
MTD
0.01%
COM
HIG
0.01%
COM
ZEUS
0.01%
COM
CHD
0.01%
COM
AMP
0.01%
COM
CDNS
0.01%
COM
NUE
0.01%
COM
UAL
0.01%
COM
DXC
0.01%
COM
NTAP
0.01%
COM
CTAS
0.01%
COM
RSG
0.01%
COM
MSCI
0.01%
COM
SNPS
0.01%
COM
DNOW
0.01%
COM
CBS
0.01%
CL B
LLL
0.01%
COM
KEYS
0.01%
COM
FRC
0.01%
COM
DF
0.01%
COM NEW
GPC
0.01%
COM
HSY
0.01%
COM
FANG
0.01%
COM
GMS
0.01%
COM
CMS
0.01%
COM
VMC
0.01%
COM
HES
0.01%
COM
TSS
0.01%
COM
CBG
0.01%
CL A
LH
0.01%
COM NEW
INCY
0.01%
COM
ANSS
0.01%
COM
EVRG
0.01%
COM
CFG
0.01%
COM
MXIM
0.01%
COM
REZI
0.01%
COM
RMD
0.01%
COM
RF
0.01%
COM
DRI
0.01%
COM
SYMC
0.01%
COM
BHGE
0.01%
CL A
DVN
0.01%
COM
DHI
0.01%
COM
SWKS
0.01%
COM
EXPE
0.01%
COM NEW
TFX
0.01%
COM
WDC
0.01%
COM
CAH
0.01%
COM
XYL
0.01%
COM
AJG
0.01%
COM
SCHN
0.01%
CL A
CAG
0.01%
COM
LEN
0.01%
CL A
GWW
0.01%
COM
DOV
0.01%
COM
IT
0.01%
COM
MRO
0.01%
COM
VAR
< 0.01%
COM
CE
< 0.01%
COM SER A
SJM
< 0.01%
COM NEW
CINF
< 0.01%
COM
WCG
< 0.01%
COM
FOXAV
< 0.01%
CL A COM
EXPD
< 0.01%
COM
MGM
< 0.01%
COM
EXR
< 0.01%
COM
L
< 0.01%
COM
IFF
< 0.01%
COM
HOLX
< 0.01%
COM
CTXS
< 0.01%
COM
CPRT
< 0.01%
COM
DGX
< 0.01%
COM
ABC
< 0.01%
COM
FTNT
< 0.01%
COM
AAL
< 0.01%
COM
HRL
< 0.01%
COM
UDR
< 0.01%
COM
AAP
< 0.01%
COM
MLM
< 0.01%
COM
MAA
< 0.01%
COM
CHRW
< 0.01%
COM NEW
SIVB
< 0.01%
COM
LNC
< 0.01%
COM
TXT
< 0.01%
COM
AKAM
< 0.01%
COM
BR
< 0.01%
COM
TSCO
< 0.01%
COM
KMX
< 0.01%
COM
NBL
< 0.01%
COM
MAS
< 0.01%
COM
VNO
< 0.01%
SH BEN INT
CMA
< 0.01%
COM
DRE
< 0.01%
COM NEW
KSS
< 0.01%
COM
TIF
< 0.01%
COM
UHS
< 0.01%
CL B
REG
< 0.01%
COM
ETFC
< 0.01%
COM NEW
CTL
< 0.01%
COM
XRAY
< 0.01%
COM
TAP
< 0.01%
CL B
COG
< 0.01%
COM
LW
< 0.01%
COM
PKI
< 0.01%
COM
TTWO
< 0.01%
COM
CBOE
< 0.01%
COM
PNW
< 0.01%
COM
EMN
< 0.01%
COM
NI
< 0.01%
COM
FMC
< 0.01%
COM NEW
JKHY
< 0.01%
COM
WAB
< 0.01%
COM
NDAQ
< 0.01%
COM
VIAB
< 0.01%
CL B
HAS
< 0.01%
COM
BEN
< 0.01%
COM
RJF
< 0.01%
COM
FRT
< 0.01%
SH BEN INT NEW
WRK
< 0.01%
COM
CUTR
< 0.01%
COM
PVH
< 0.01%
COM
JNPR
< 0.01%
COM
MOS
< 0.01%
COM
FBM
< 0.01%
COM
URI
< 0.01%
COM
TPR
< 0.01%
COM
FFIV
< 0.01%
COM
ITIC
< 0.01%
COM
PKG
< 0.01%
COM
HSIC
< 0.01%
COM
DISCK
< 0.01%
COM SER C
SNA
< 0.01%
COM
BF/B
< 0.01%
CL B
JEC
< 0.01%
COM
JBHT
< 0.01%
COM
CF
< 0.01%
COM
LKQ
< 0.01%
COM
HII
< 0.01%
COM
QRVO
< 0.01%
COM
TMK
< 0.01%
COM
WHR
< 0.01%
COM
ARNC
< 0.01%
COM
AIV
< 0.01%
CL A
ZION
< 0.01%
COM
MHK
< 0.01%
COM
HFC
< 0.01%
COM
SLG
< 0.01%
COM
CPB
< 0.01%
COM
AOS
< 0.01%
COM
RHI
< 0.01%
COM
M
< 0.01%
COM
XEC
< 0.01%
COM
SEE
< 0.01%
COM
RL
< 0.01%
CL A
PHM
< 0.01%
COM
UNM
< 0.01%
COM
FL
< 0.01%
COM
DVA
< 0.01%
COM
DISH
< 0.01%
CL A
FLIR
< 0.01%
COM
HBI
< 0.01%
COM
XRX
< 0.01%
COM NEW
LB
< 0.01%
COM
FBHS
< 0.01%
COM
HP
< 0.01%
COM
FLS
< 0.01%
COM
FOX
< 0.01%
CL B COM
NKTR
< 0.01%
COM
NWL
< 0.01%
COM
ROL
< 0.01%
COM
AIZ
< 0.01%
COM
TRIP
< 0.01%
COM
GPS
< 0.01%
COM
FLR
< 0.01%
COM
JEF
< 0.01%
COM
MAT
< 0.01%
COM
JWN
< 0.01%
COM
NWSA
< 0.01%
CL A
BHF
< 0.01%
COM
DISCA
< 0.01%
COM SER A
UAA
< 0.01%
CL A
UA/C
< 0.01%
CL C
FAF
< 0.01%
COM
STC
< 0.01%
COM
FNF
< 0.01%
COM
NWS
< 0.01%
CL B
ORI
< 0.01%
COM
BKI
< 0.01%
COM
LRGF
1.67%
FCTSLC MSCI US
IEFA
1.18%
CORE MSCI EAFE
BRX
0.07%
COM
RMAX
0.05%
CL A
VNDA
0.04%
COM
EAT
0.04%
COM
FFC
0.04%
COM
UNIT
0.03%
COM
PBF
0.03%
CL A
FOXA
0.03%
CL A
BPL
0.02%
UNIT LTD PARTN
BANF
0.02%
COM
PINC
0.02%
CL A
NUVA
0.02%
COM
EB
0.02%
CL A
FOX
0.01%
CL B
PRTY
0.01%
COM
SCS
0.01%
CL A
POL
0.01%
COM
ELF
0.01%
COM
WTI
0.01%
COM
XHR
0.01%
COM
PCG
0.01%
COM
GCI
< 0.01%
COM
MDCA
< 0.01%
CL A SUB VTG
ONDK
< 0.01%
COM
SCG
< 0.01%
COM
AIV
< 0.01%
CL A
SJI
< 0.01%
COM
GT
< 0.01%
COM
NFX
< 0.01%
COM