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
301
$14K ﹤0.01%
726
-49,146
302
$13K ﹤0.01%
496
+8
303
$13K ﹤0.01%
445
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304
$13K ﹤0.01%
141
-1
305
$13K ﹤0.01%
136
+2
306
$13K ﹤0.01%
349
+1
307
$13K ﹤0.01%
89
308
$13K ﹤0.01%
100
309
$13K ﹤0.01%
170
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310
$13K ﹤0.01%
349
+35
311
$13K ﹤0.01%
837
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312
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188
-7
313
$13K ﹤0.01%
449
-25,668
314
$13K ﹤0.01%
183
-4
315
$12K ﹤0.01%
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316
$12K ﹤0.01%
115
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$12K ﹤0.01%
393
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318
$12K ﹤0.01%
126
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319
$12K ﹤0.01%
61
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320
$12K ﹤0.01%
44
321
$12K ﹤0.01%
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322
$11K ﹤0.01%
98
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323
$11K ﹤0.01%
71
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324
$11K ﹤0.01%
+71
325
$11K ﹤0.01%
295
+4
11 12
13
14 15