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
451
$17K ﹤0.01%
667
-1,583
452
$16K ﹤0.01%
161
-380
453
$16K ﹤0.01%
1,448
-3,402
454
$16K ﹤0.01%
92
-216
455
$16K ﹤0.01%
2,750
-6,550
456
$16K ﹤0.01%
305
-721
457
$16K ﹤0.01%
476
-1,128
458
$15K ﹤0.01%
2,575
-6,103
459
$15K ﹤0.01%
237
-557
460
$15K ﹤0.01%
275
-649
461
$14K ﹤0.01%
289
-687
462
$14K ﹤0.01%
838
-1,981
463
$14K ﹤0.01%
467
-1,106
464
$14K ﹤0.01%
302
-708
465
$14K ﹤0.01%
437
-1,044
466
$14K ﹤0.01%
1,000
467
$13K ﹤0.01%
273
-689
468
$13K ﹤0.01%
339
-769
469
$13K ﹤0.01%
186
-439
470
$12K ﹤0.01%
118
-279
471
$12K ﹤0.01%
209
-492
472
$12K ﹤0.01%
287
-675
473
$12K ﹤0.01%
254
-600
474
$12K ﹤0.01%
752
-1,766
475
$12K ﹤0.01%
120
-286
16 17 18
19
20