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
401
$24K ﹤0.01%
371
-889
402
$24K ﹤0.01%
326
-775
403
$24K ﹤0.01%
331
-803
404
$24K ﹤0.01%
441
-1,053
405
$24K ﹤0.01%
197
-471
406
$24K ﹤0.01%
769
-1,814
407
$24K ﹤0.01%
497
-1,178
408
$23K ﹤0.01%
585
-1,383
409
$23K ﹤0.01%
223
-526
410
$23K ﹤0.01%
394
-929
411
$23K ﹤0.01%
821
-1,976
412
$23K ﹤0.01%
169
-402
413
$23K ﹤0.01%
687
-1,639
414
$22K ﹤0.01%
510
-1,210
415
$22K ﹤0.01%
247
-589
416
$22K ﹤0.01%
187
-438
417
$22K ﹤0.01%
323
-768
418
$22K ﹤0.01%
222
-530
419
$22K ﹤0.01%
126
-298
420
$22K ﹤0.01%
192
-459
421
$22K ﹤0.01%
440
-1,045
422
$22K ﹤0.01%
201
-478
423
$21K ﹤0.01%
159
-373
424
$21K ﹤0.01%
235
-560
425
$21K ﹤0.01%
590
-1,396
15 16
17
18 19