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
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$18.4M
3
+$4.41M
4
ESS icon
Essex Property Trust
ESS
+$4.2M
5
HPP
Hudson Pacific Properties
HPP
+$1.74M

Top Sells

1
+$1.71M
2
+$1.54M
3
+$983K
4
WMB icon
Williams Companies
WMB
+$948K
5
PGR icon
Progressive
PGR
+$821K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
110
-1
452
$5K ﹤0.01%
131
+5
453
$5K ﹤0.01%
33
+1
454
$5K ﹤0.01%
136
455
$5K ﹤0.01%
47
-1
456
$5K ﹤0.01%
+189
457
$5K ﹤0.01%
155
458
$5K ﹤0.01%
118
-2
459
$4K ﹤0.01%
303
+74
460
$4K ﹤0.01%
36
461
$4K ﹤0.01%
80
-2
462
$4K ﹤0.01%
172
463
$4K ﹤0.01%
240
-3
464
$4K ﹤0.01%
49
-5
465
$4K ﹤0.01%
36
466
$4K ﹤0.01%
25
467
$4K ﹤0.01%
234
+1
468
$4K ﹤0.01%
22
469
$4K ﹤0.01%
202
+2
470
$4K ﹤0.01%
36
+1
471
$4K ﹤0.01%
198
-10
472
$4K ﹤0.01%
146
-4
473
$4K ﹤0.01%
80
-4
474
$4K ﹤0.01%
69
-1
475
$4K ﹤0.01%
92
17 18
19
20 21