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
301
$42K ﹤0.01%
257
-628
302
$41K ﹤0.01%
587
-1,387
303
$40K ﹤0.01%
750
304
$38K ﹤0.01%
756
-1,772
305
$38K ﹤0.01%
747
-1,759
306
$38K ﹤0.01%
1,356
-3,163
307
$38K ﹤0.01%
394
-942
308
$38K ﹤0.01%
137
-330
309
$38K ﹤0.01%
403
-951
310
$37K ﹤0.01%
261
-621
311
$37K ﹤0.01%
480
-1,152
312
$37K ﹤0.01%
1,116
-2,677
313
$37K ﹤0.01%
551
-1,346
314
$37K ﹤0.01%
290
-684
315
$37K ﹤0.01%
550
-1,275
316
$36K ﹤0.01%
382
-875
317
$36K ﹤0.01%
344
-802
318
$36K ﹤0.01%
315
-748
319
$35K ﹤0.01%
144
-342
320
$35K ﹤0.01%
349
-774
321
$35K ﹤0.01%
2,376
-5,625
322
$35K ﹤0.01%
442
-1,069
323
$35K ﹤0.01%
307
-732
324
$35K ﹤0.01%
258
-617
325
$35K ﹤0.01%
2,119
-1,923
11 12
13
14 15