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
251
$57K 0.01%
1,802
-4,290
252
$57K 0.01%
331
-785
253
$57K 0.01%
335
-794
254
$56K 0.01%
518
-1,226
255
$56K 0.01%
2,934
-6,935
256
$55K 0.01%
325
-777
257
$55K 0.01%
622
-1,509
258
$55K 0.01%
1,154
-2,709
259
$55K 0.01%
281
-664
260
$55K 0.01%
1,806
-4,300
261
$54K 0.01%
1,950
-4,652
262
$54K 0.01%
363
-861
263
$54K 0.01%
1,113
-2,629
264
$53K 0.01%
571
-1,344
265
$53K 0.01%
651
-1,467
266
$53K 0.01%
763
-1,788
267
$52K 0.01%
1,389
-3,279
268
$51K 0.01%
449
-1,049
269
$51K 0.01%
804
-1,895
270
$51K 0.01%
856
-2,018
271
$50K 0.01%
3,483
-8,654
272
$50K 0.01%
1,123
-2,658
273
$49K 0.01%
325
-763
274
$48K ﹤0.01%
930
-2,259
275
$48K ﹤0.01%
1,150
-2,709
9 10
11
12 13