SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
This Quarter Return
+18.23%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$515M
AUM Growth
+$515M
(+30%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
76.41%
Holding
476
New
10
Increased
188
Reduced
170
Closed
6
Top Buys
| 1 |
Boston Properties
BXP
|
$15.9M |
| 2 |
Camden Property Trust
CPT
|
$10.1M |
| 3 |
Vornado Realty Trust
VNO
|
$8.99M |
| 4 |
Simon Property Group
SPG
|
$8.34M |
| 5 |
Host Hotels & Resorts
HST
|
$8.32M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.03M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.75M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$224K |
| 5 |
RTX Corp
RTX
|
$184K |
Sector Composition
| 1 | Real Estate | 14.39% |
| 2 | Financials | 1.71% |
| 3 | Healthcare | 1.63% |
| 4 | Industrials | 1.36% |
| 5 | Communication Services | 1.19% |
