SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
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
251
$15K ﹤0.01%
150
-4
252
$14K ﹤0.01%
2,318
+221
253
$14K ﹤0.01%
385
254
$14K ﹤0.01%
102
255
$14K ﹤0.01%
189
-7
256
$14K ﹤0.01%
76
257
$14K ﹤0.01%
246
+8
258
$14K ﹤0.01%
460
-9
259
$13K ﹤0.01%
200
260
$13K ﹤0.01%
142
261
$13K ﹤0.01%
148
262
$13K ﹤0.01%
91
+4
263
$13K ﹤0.01%
101
264
$13K ﹤0.01%
29
+1
265
$13K ﹤0.01%
62
-1
266
$13K ﹤0.01%
52
+1
267
$13K ﹤0.01%
187
-3
268
$12K ﹤0.01%
447
269
$12K ﹤0.01%
134
270
$12K ﹤0.01%
209
-4
271
$12K ﹤0.01%
322
-5
272
$12K ﹤0.01%
425
273
$12K ﹤0.01%
209
-3
274
$12K ﹤0.01%
461
275
$12K ﹤0.01%
169
+5
9 10
11
12 13