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
$515M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.1M
3
+$8.99M
4
SPG icon
Simon Property Group
SPG
+$8.34M
5
HST icon
Host Hotels & Resorts
HST
+$8.32M

Top Sells

1
+$28.1M
2
+$2.03M
3
+$1.75M
4
RTX icon
RTX Corp
RTX
+$324K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$224K

Sector Composition

1 Real Estate 14.39%
2 Financials 1.71%
3 Healthcare 1.63%
4 Industrials 1.36%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K ﹤0.01%
100
+3
227
$17K ﹤0.01%
305
+24
228
$17K ﹤0.01%
139
229
$17K ﹤0.01%
97
-5
230
$16K ﹤0.01%
184
-1
231
$16K ﹤0.01%
167
-3
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$16K ﹤0.01%
75
233
$16K ﹤0.01%
750
234
$16K ﹤0.01%
91
235
$16K ﹤0.01%
193
-2
236
$16K ﹤0.01%
160
+5
237
$16K ﹤0.01%
482
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$16K ﹤0.01%
454
239
$16K ﹤0.01%
85
-1
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$16K ﹤0.01%
188
-4
241
$16K ﹤0.01%
180
+3
242
$15K ﹤0.01%
51
-1
243
$15K ﹤0.01%
680
-20
244
$15K ﹤0.01%
885
-7
245
$15K ﹤0.01%
108
+1
246
$15K ﹤0.01%
97
-10
247
$15K ﹤0.01%
309
248
$15K ﹤0.01%
301
249
$15K ﹤0.01%
69
+1
250
$15K ﹤0.01%
819
-4,522
8 9
10
11 12