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
426
$4K ﹤0.01%
126
-8
427
$4K ﹤0.01%
32
428
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136
+2
429
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48
+1
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$4K ﹤0.01%
155
431
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198
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432
$3K ﹤0.01%
229
+23
433
$3K ﹤0.01%
668
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90
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436
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154
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438
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79
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208
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$3K ﹤0.01%
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-3,083
442
$3K ﹤0.01%
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$3K ﹤0.01%
84
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92
445
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446
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101
-1
447
$3K ﹤0.01%
482
+1
448
$3K ﹤0.01%
81
-1
449
$3K ﹤0.01%
284
+15
450
$2K ﹤0.01%
172
+16
16 17
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19 20