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
451
$2K ﹤0.01%
78
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215
-6
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92
-3,502
454
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93
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100
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45
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30
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460
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$2K ﹤0.01%
30
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94
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$1K ﹤0.01%
180
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466
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63
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467
$1K ﹤0.01%
72
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468
$1K ﹤0.01%
117
469
$1K ﹤0.01%
113
470
-1,655
471
-65
472
-178
473
-1,012
474
-3,443
475
$0 ﹤0.01%
+227