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
301
$10K ﹤0.01%
68
+2
302
$10K ﹤0.01%
126
303
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114
304
$10K ﹤0.01%
537
305
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125
-3
306
$10K ﹤0.01%
27
307
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+44
308
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309
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69
+2
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$10K ﹤0.01%
161
-2
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$9K ﹤0.01%
68
-1
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$9K ﹤0.01%
201
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$9K ﹤0.01%
90
+1
315
$9K ﹤0.01%
186
+17
316
$9K ﹤0.01%
81
+1
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$9K ﹤0.01%
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$9K ﹤0.01%
98
+1
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203
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$9K ﹤0.01%
29
321
$9K ﹤0.01%
355
-5
322
$9K ﹤0.01%
67
-1
323
$9K ﹤0.01%
79
+2
324
$8K ﹤0.01%
87
+2
325
$8K ﹤0.01%
+23
11 12
13
14 15