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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$33.3M
3
+$6.09M
4
CPT icon
Camden Property Trust
CPT
+$3.45M
5
UDR icon
UDR
UDR
+$2.22M

Top Sells

1
+$7.87M
2
+$7.85M
3
+$5.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.28M
5
BXP icon
Boston Properties
BXP
+$3.83M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K ﹤0.01%
180
-6
252
$20K ﹤0.01%
88
253
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2,316
-17
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114
255
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438
-10
256
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32
257
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134
-2
258
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97
259
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130
-4
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$19K ﹤0.01%
509
+4
261
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51
-1
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263
$19K ﹤0.01%
645
-30
264
$19K ﹤0.01%
66
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$19K ﹤0.01%
179
-3
266
$18K ﹤0.01%
193
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204
-1
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$18K ﹤0.01%
165
-1
269
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190
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$18K ﹤0.01%
308
-1
271
$18K ﹤0.01%
234
+1
272
$18K ﹤0.01%
260
-3
273
$18K ﹤0.01%
86
-1
274
$18K ﹤0.01%
824
-13
275
$17K ﹤0.01%
347
-2
9 10
11
12 13