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
351
$31K ﹤0.01%
248
-589
352
$31K ﹤0.01%
1,856
-4,389
353
$31K ﹤0.01%
1,066
-2,503
354
$30K ﹤0.01%
672
-1,570
355
$30K ﹤0.01%
936
-2,201
356
$30K ﹤0.01%
321
-762
357
$30K ﹤0.01%
190
-453
358
$30K ﹤0.01%
604
-1,428
359
$30K ﹤0.01%
689
-1,656
360
$30K ﹤0.01%
137
-325
361
$29K ﹤0.01%
663
-1,554
362
$29K ﹤0.01%
618
-1,461
363
$29K ﹤0.01%
752
-1,760
364
$29K ﹤0.01%
1,011
-2,401
365
$29K ﹤0.01%
297
-707
366
$29K ﹤0.01%
315
-752
367
$29K ﹤0.01%
106
-252
368
$29K ﹤0.01%
128
-299
369
$29K ﹤0.01%
377
-889
370
$29K ﹤0.01%
595
-1,421
371
$29K ﹤0.01%
366
-869
372
$28K ﹤0.01%
338
-803
373
$28K ﹤0.01%
592
-1,376
374
$28K ﹤0.01%
462
-1,112
375
$28K ﹤0.01%
677
-1,598
13 14
15
16 17