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
426
$21K ﹤0.01%
244
-579
427
$21K ﹤0.01%
1,375
-3,280
428
$21K ﹤0.01%
186
-447
429
$21K ﹤0.01%
780
-1,848
430
$20K ﹤0.01%
319
-763
431
$20K ﹤0.01%
422
-1,005
432
$20K ﹤0.01%
100
433
$20K ﹤0.01%
367
-867
434
$20K ﹤0.01%
768
-1,797
435
$20K ﹤0.01%
765
-1,797
436
$20K ﹤0.01%
592
-1,456
437
$20K ﹤0.01%
1,407
-958
438
$19K ﹤0.01%
737
-1,666
439
$19K ﹤0.01%
657
-1,554
440
$19K ﹤0.01%
280
-670
441
$19K ﹤0.01%
395
-1,006
442
$19K ﹤0.01%
1,413
-964
443
$18K ﹤0.01%
138
-328
444
$18K ﹤0.01%
767
-1,823
445
$18K ﹤0.01%
240
-570
446
$18K ﹤0.01%
209
-497
447
$17K ﹤0.01%
539
-1,315
448
$17K ﹤0.01%
799
-1,879
449
$17K ﹤0.01%
852
-2,038
450
$17K ﹤0.01%
318
-747
16 17
18
19 20