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
326
$35K ﹤0.01%
56
-134
327
$35K ﹤0.01%
557
-1,295
328
$34K ﹤0.01%
893
-2,146
329
$34K ﹤0.01%
421
-998
330
$34K ﹤0.01%
2,516
-5,984
331
$34K ﹤0.01%
497
-1,187
332
$34K ﹤0.01%
171
-404
333
$33K ﹤0.01%
384
-911
334
$33K ﹤0.01%
354
-843
335
$33K ﹤0.01%
592
-1,402
336
$33K ﹤0.01%
1,074
-2,522
337
$33K ﹤0.01%
403
-957
338
$33K ﹤0.01%
577
-1,371
339
$33K ﹤0.01%
339
-804
340
$33K ﹤0.01%
504
-4,188
341
$33K ﹤0.01%
961
-2,270
342
$32K ﹤0.01%
666
-1,599
343
$32K ﹤0.01%
270
-624
344
$32K ﹤0.01%
354
-842
345
$32K ﹤0.01%
184
-440
346
$32K ﹤0.01%
1,369
-3,225
347
$31K ﹤0.01%
248
-581
348
$31K ﹤0.01%
263
-617
349
$31K ﹤0.01%
986
-1,356
350
$31K ﹤0.01%
320
-790
12 13
14
15 16