SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$9.77M
3
+$9.13M
4
HST icon
Host Hotels & Resorts
HST
+$8.85M
5
SPG icon
Simon Property Group
SPG
+$7.65M

Top Sells

1
+$26.7M
2
+$1.84M
3
+$1.66M
4
RTX icon
RTX Corp
RTX
+$328K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$216K

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
376
$6K ﹤0.01%
78
+11
377
$6K ﹤0.01%
81
+3
378
$6K ﹤0.01%
209
-3
379
$6K ﹤0.01%
76
380
$6K ﹤0.01%
206
381
$6K ﹤0.01%
51
382
$6K ﹤0.01%
591
-52
383
$6K ﹤0.01%
87
384
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137
+1
385
$6K ﹤0.01%
57
386
$6K ﹤0.01%
579
+4
387
$6K ﹤0.01%
109
-1
388
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133
-2
389
$6K ﹤0.01%
30
-1
390
$6K ﹤0.01%
120
+2
391
$5K ﹤0.01%
284
+70
392
$5K ﹤0.01%
102
393
$5K ﹤0.01%
100
394
$5K ﹤0.01%
97
395
$5K ﹤0.01%
36
396
$5K ﹤0.01%
88
+1
397
$5K ﹤0.01%
200
+3
398
$5K ﹤0.01%
153
+1
399
$5K ﹤0.01%
184
+8
400
$5K ﹤0.01%
305
+23
14 15
16
17 18