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
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$33.3M
3
+$6.09M
4
CPT icon
Camden Property Trust
CPT
+$3.45M
5
UDR icon
UDR
UDR
+$2.22M

Top Sells

1
+$7.87M
2
+$7.85M
3
+$5.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.28M
5
BXP icon
Boston Properties
BXP
+$3.83M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
168
452
$6K ﹤0.01%
85
-1
453
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83
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454
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33
455
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-1
456
$6K ﹤0.01%
189
457
$5K ﹤0.01%
35
-1
458
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172
459
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83
+1
460
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44
-5
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$5K ﹤0.01%
100
462
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94
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22
465
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108
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466
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36
467
$5K ﹤0.01%
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+7
468
$5K ﹤0.01%
227
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469
$5K ﹤0.01%
145
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470
$5K ﹤0.01%
132
+1
471
$5K ﹤0.01%
100
472
$5K ﹤0.01%
112
-1
473
$5K ﹤0.01%
165
+4
474
$5K ﹤0.01%
175
-11
475
$5K ﹤0.01%
147
-2
17 18
19
20 21