SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$1.57M
4
KIM icon
Kimco Realty
KIM
+$1.36M
5
MAC icon
Macerich
MAC
+$1.35M

Top Sells

1
+$25.1M
2
+$10.5M
3
+$5.04M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
META icon
Meta Platforms (Facebook)
META
+$2.16M

Sector Composition

1 Real Estate 1.89%
2 Financials 1.69%
3 Healthcare 1.61%
4 Utilities 1.52%
5 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70K 0.01%
328
-781
227
$69K 0.01%
730
-1,711
228
$68K 0.01%
327
-773
229
$68K 0.01%
844
-1,988
230
$67K 0.01%
1,045
-2,477
231
$66K 0.01%
3,560
-8,420
232
$66K 0.01%
3,200
233
$65K 0.01%
557
-1,326
234
$64K 0.01%
1,050
-2,517
235
$64K 0.01%
371
-878
236
$63K 0.01%
168
-397
237
$62K 0.01%
489
-1,158
238
$62K 0.01%
1,611
-3,859
239
$61K 0.01%
1,906
-4,720
240
$61K 0.01%
797
-1,928
241
$60K 0.01%
897
-2,137
242
$60K 0.01%
342
-818
243
$60K 0.01%
912
-2,178
244
$60K 0.01%
739
-1,798
245
$59K 0.01%
724
-1,696
246
$59K 0.01%
1,098
-2,596
247
$58K 0.01%
678
-1,604
248
$58K 0.01%
291
-691
249
$58K 0.01%
223
-532
250
$58K 0.01%
1,656
-3,887
8 9
10
11 12