SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+7.03%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$1.98B
AUM Growth
+$826M
(+71%)
Cap. Flow
+$744M
Cap. Flow
% of AUM
37.49%
Top 10 Holdings %
Top 10 Hldgs %
90.66%
Holding
521
New
4
Increased
11
Reduced
55
Closed
440
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$225M |
| 2 |
Mister Car Wash
MCW
|
+$209M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$203M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$66.4M |
| 5 |
iShares ESG Screened S&P 500 ETF
XVV
|
+$35.4M |
Top Sells
| 1 |
PRSP
Perspecta Inc. Common Stock
PRSP
|
+$15.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$5.3M |
| 3 |
HPP
Hudson Pacific Properties
HPP
|
+$2.22M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.22M |
| 5 |
Camden Property Trust
CPT
|
+$2.09M |
Sector Composition
| 1 | Consumer Discretionary | 11.37% |
| 2 | Real Estate | 6.1% |
| 3 | Healthcare | 0.33% |
| 4 | Industrials | 0.28% |
| 5 | Financials | 0.24% |
