SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.1M
3
+$8.99M
4
SPG icon
Simon Property Group
SPG
+$8.34M
5
HST icon
Host Hotels & Resorts
HST
+$8.32M

Top Sells

1
+$28.1M
2
+$2.03M
3
+$1.75M
4
RTX icon
RTX Corp
RTX
+$324K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$224K

Sector Composition

1 Real Estate 14.39%
2 Financials 1.71%
3 Healthcare 1.63%
4 Industrials 1.36%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
76
-1
352
$7K ﹤0.01%
342
+4
353
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86
+1
354
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524
+13
355
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45
356
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54
357
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-1
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588
+8
359
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79
360
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2
362
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+21
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34
+2
365
$7K ﹤0.01%
45
366
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-1
367
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54
368
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135
+3
369
$6K ﹤0.01%
41
370
$6K ﹤0.01%
390
-6
371
$6K ﹤0.01%
386
+3
372
$6K ﹤0.01%
66
-1
373
$6K ﹤0.01%
72
-1
374
$6K ﹤0.01%
80
-2
375
$6K ﹤0.01%
91
+1
13 14
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16 17