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
326
$13K ﹤0.01%
60
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327
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+715
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335
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98
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28
339
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78
340
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44
341
$12K ﹤0.01%
32
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$12K ﹤0.01%
31
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$11K ﹤0.01%
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$11K ﹤0.01%
69
345
$11K ﹤0.01%
290
-5
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$11K ﹤0.01%
85
347
$11K ﹤0.01%
86
348
$11K ﹤0.01%
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-2
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$11K ﹤0.01%
27
+1
350
$11K ﹤0.01%
152
-5
12 13
14
15 16