SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+5.23%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.16B
AUM Growth
+$396M
(+52%)
Cap. Flow
+$344M
Cap. Flow
% of AUM
29.74%
Top 10 Holdings %
Top 10 Hldgs %
83.46%
Holding
523
New
13
Increased
157
Reduced
227
Closed
6
Top Buys
Top Sells
| 1 |
UDR
UDR
|
$9.84M |
| 2 |
Essex Property Trust
ESS
|
$8.87M |
| 3 |
Simon Property Group
SPG
|
$6.96M |
| 4 |
Host Hotels & Resorts
HST
|
$5.42M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$2.12M |
Sector Composition
| 1 | Real Estate | 9.92% |
| 2 | Technology | 2.18% |
| 3 | Consumer Discretionary | 1.2% |
| 4 | Healthcare | 0.86% |
| 5 | Financials | 0.68% |
