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
276
$48K ﹤0.01%
1,062
-2,498
277
$48K ﹤0.01%
2,370
-5,608
278
$48K ﹤0.01%
355
-839
279
$47K ﹤0.01%
704
-1,661
280
$47K ﹤0.01%
1,550
-3,862
281
$47K ﹤0.01%
470
-1,110
282
$47K ﹤0.01%
370
283
$47K ﹤0.01%
691
-1,627
284
$46K ﹤0.01%
788
-1,886
285
$46K ﹤0.01%
690
-1,636
286
$46K ﹤0.01%
387
-923
287
$45K ﹤0.01%
500
288
$45K ﹤0.01%
1,082
-2,602
289
$45K ﹤0.01%
719
-1,680
290
$45K ﹤0.01%
838
-1,958
291
$45K ﹤0.01%
2,805
-6,915
292
$44K ﹤0.01%
337
-798
293
$44K ﹤0.01%
693
-1,639
294
$44K ﹤0.01%
783
-1,901
295
$44K ﹤0.01%
1,164
-2,757
296
$44K ﹤0.01%
696
-1,650
297
$44K ﹤0.01%
2,554
-6,230
298
$43K ﹤0.01%
462
-1,096
299
$42K ﹤0.01%
689
-1,640
300
$42K ﹤0.01%
282
-674
10 11
12
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