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
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$18.4M
3
+$4.41M
4
ESS icon
Essex Property Trust
ESS
+$4.2M
5
HPP
Hudson Pacific Properties
HPP
+$1.74M

Top Sells

1
+$1.71M
2
+$1.54M
3
+$983K
4
WMB icon
Williams Companies
WMB
+$948K
5
PGR icon
Progressive
PGR
+$821K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18K ﹤0.01%
93
-1
252
$18K ﹤0.01%
448
-6
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51
+1
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$18K ﹤0.01%
309
255
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97
256
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+2
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$17K ﹤0.01%
52
+1
258
$17K ﹤0.01%
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205
+12
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$17K ﹤0.01%
455
-14
261
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
241
-437
264
$17K ﹤0.01%
182
+2
265
$16K ﹤0.01%
+108
266
$16K ﹤0.01%
+14
267
$16K ﹤0.01%
+195
268
$16K ﹤0.01%
76
+1
269
$16K ﹤0.01%
2,333
+15
270
$16K ﹤0.01%
468
-14
271
$16K ﹤0.01%
102
272
$16K ﹤0.01%
77
+1
273
$16K ﹤0.01%
151
-4
274
$15K ﹤0.01%
+333
275
$15K ﹤0.01%
+136
9 10
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