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
376
$28K ﹤0.01%
329
-775
377
$28K ﹤0.01%
622
-1,461
378
$28K ﹤0.01%
314
-742
379
$27K ﹤0.01%
184
-438
380
$27K ﹤0.01%
547
-1,294
381
$27K ﹤0.01%
305
-727
382
$27K ﹤0.01%
524
-1,218
383
$27K ﹤0.01%
492
-1,168
384
$27K ﹤0.01%
158
-380
385
$27K ﹤0.01%
393
-929
386
$26K ﹤0.01%
619
-1,439
387
$26K ﹤0.01%
271
-649
388
$26K ﹤0.01%
606
-1,461
389
$26K ﹤0.01%
172
-410
390
$26K ﹤0.01%
399
-942
391
$26K ﹤0.01%
311
-739
392
$26K ﹤0.01%
494
-1,185
393
$25K ﹤0.01%
394
-934
394
$25K ﹤0.01%
2,254
395
$25K ﹤0.01%
389
-942
396
$25K ﹤0.01%
1,210
-2,493
397
$25K ﹤0.01%
248
-588
398
$25K ﹤0.01%
206
-486
399
$25K ﹤0.01%
422
-996
400
$25K ﹤0.01%
207
-490
14 15
16
17 18