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
351
$11K ﹤0.01%
37
352
$11K ﹤0.01%
116
+2
353
$11K ﹤0.01%
68
-1
354
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322
-2
355
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175
-2
356
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223
-2
357
$11K ﹤0.01%
107
-1
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$11K ﹤0.01%
98
-1
359
$10K ﹤0.01%
97
-1
360
$10K ﹤0.01%
528
+16
361
$10K ﹤0.01%
443
+137
362
$10K ﹤0.01%
170
-2
363
$10K ﹤0.01%
80
-1
364
$10K ﹤0.01%
100
365
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521
-11
366
$10K ﹤0.01%
212
+1
367
$10K ﹤0.01%
111
368
$10K ﹤0.01%
219
369
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76
370
$10K ﹤0.01%
264
-1
371
$10K ﹤0.01%
350
+5
372
$10K ﹤0.01%
24
373
$10K ﹤0.01%
34
374
$10K ﹤0.01%
43
375
$10K ﹤0.01%
239
+22
13 14
15
16 17