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
401
$5K ﹤0.01%
222
-6
402
$5K ﹤0.01%
150
+1
403
$5K ﹤0.01%
152
+2
404
$5K ﹤0.01%
100
405
$5K ﹤0.01%
111
+1
406
$5K ﹤0.01%
148
+29
407
$5K ﹤0.01%
38
408
$5K ﹤0.01%
250
-1
409
$5K ﹤0.01%
151
-6
410
$4K ﹤0.01%
36
411
$4K ﹤0.01%
82
-3
412
$4K ﹤0.01%
130
+2
413
$4K ﹤0.01%
243
+1
414
$4K ﹤0.01%
54
415
$4K ﹤0.01%
96
-1
416
$4K ﹤0.01%
42
417
$4K ﹤0.01%
59
418
$4K ﹤0.01%
25
419
$4K ﹤0.01%
233
-62
420
$4K ﹤0.01%
22
421
$4K ﹤0.01%
119
+6
422
$4K ﹤0.01%
84
423
$4K ﹤0.01%
35
-1
424
$4K ﹤0.01%
226
-1
425
$4K ﹤0.01%
70
-1
15 16
17
18 19