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
276
$12K ﹤0.01%
89
+4
277
$12K ﹤0.01%
100
278
$12K ﹤0.01%
371
+14
279
$12K ﹤0.01%
209
+16
280
$12K ﹤0.01%
195
+1
281
$11K ﹤0.01%
112
+1
282
$11K ﹤0.01%
75
+2
283
$11K ﹤0.01%
146
-1
284
$11K ﹤0.01%
199
+3
285
$11K ﹤0.01%
238
-4
286
$11K ﹤0.01%
107
287
$11K ﹤0.01%
111
-3
288
$11K ﹤0.01%
314
+44
289
$11K ﹤0.01%
22
290
$11K ﹤0.01%
14
291
$11K ﹤0.01%
177
+5
292
$11K ﹤0.01%
100
-1
293
$10K ﹤0.01%
96
-1
294
$10K ﹤0.01%
291
295
$10K ﹤0.01%
86
296
$10K ﹤0.01%
169
-2
297
$10K ﹤0.01%
488
-4
298
$10K ﹤0.01%
345
+33
299
$10K ﹤0.01%
868
-5
300
$10K ﹤0.01%
173
+5
10 11
12
13 14