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
$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
26
$3.04M 0.31%
92,337
27
$2.89M 0.3%
92,500
-800
28
$2.7M 0.28%
50,956
+8,870
29
$2.51M 0.26%
34,067
+17,730
30
$2.49M 0.26%
84,919
+5,957
31
$2.31M 0.24%
18,424
+397
32
$2.3M 0.24%
61,036
+41,727
33
$2.26M 0.23%
58,977
+1,144
34
$2.22M 0.23%
177,811
+100,501
35
$2.17M 0.22%
25,929
-9,945
36
$2.1M 0.21%
14,364
+7,958
37
$2.06M 0.21%
69,961
38
$2M 0.21%
13,659
+2,052
39
$1.98M 0.2%
109,019
+74,789
40
$1.96M 0.2%
42,365
-1,535
41
$1.95M 0.2%
29,715
+20,485
42
$1.91M 0.2%
55,468
-2,710
43
$1.88M 0.19%
19,479
+3,119
44
$1.82M 0.19%
26,968
+4,478
45
$1.82M 0.19%
37,777
+20,199
46
$1.81M 0.19%
26,000
+9,600
47
$1.76M 0.18%
57,541
+37,915
48
$1.76M 0.18%
88,512
+58,119
49
$1.75M 0.18%
42,942
+28,156
50
$1.73M 0.18%
10,073
+5,103
1
2
3 4 5