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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$33.3M
3
+$6.09M
4
CPT icon
Camden Property Trust
CPT
+$3.45M
5
UDR icon
UDR
UDR
+$2.22M

Top Sells

1
+$7.87M
2
+$7.85M
3
+$5.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.28M
5
BXP icon
Boston Properties
BXP
+$3.83M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K ﹤0.01%
110
-1
302
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460
-8
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99
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441
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306
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70
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+1
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135
-1
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$14K ﹤0.01%
265
-52
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148
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69
+1
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$14K ﹤0.01%
242
-6
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$14K ﹤0.01%
719
-7
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50
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$14K ﹤0.01%
159
319
$13K ﹤0.01%
73
+2
320
$13K ﹤0.01%
148
321
$13K ﹤0.01%
74
+3
322
$13K ﹤0.01%
88
-1
323
$13K ﹤0.01%
169
-1
324
$13K ﹤0.01%
23
325
$13K ﹤0.01%
29
11 12
13
14 15