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
276
$15K ﹤0.01%
199
277
$15K ﹤0.01%
686
+6
278
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239
+30
279
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456
-5
280
$15K ﹤0.01%
150
+2
281
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192
+3
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$15K ﹤0.01%
233
-7,948
283
$15K ﹤0.01%
87
+2
284
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69
285
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94
+3
286
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101
287
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32
+3
288
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147
-3
289
$15K ﹤0.01%
+134
290
$14K ﹤0.01%
+397
291
$14K ﹤0.01%
+505
292
$14K ﹤0.01%
+43
293
$14K ﹤0.01%
+137
294
$14K ﹤0.01%
148
+2
295
$14K ﹤0.01%
903
+35
296
$14K ﹤0.01%
166
-3
297
$14K ﹤0.01%
97
298
$14K ﹤0.01%
14
299
$14K ﹤0.01%
263
-4
300
$14K ﹤0.01%
253
-8,414
10 11
12
13 14