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
26
$1.58M 0.31%
25,200
27
$1.48M 0.29%
37,798
-275
28
$1.35M 0.26%
14,721
+1,427
29
$1.19M 0.23%
9,112
-61
30
$1.08M 0.21%
8,000
31
$1.06M 0.21%
9,560
-209
32
$980K 0.19%
6,757
-185
33
$955K 0.19%
29,955
+9,200
34
$949K 0.18%
49,872
-302
35
$926K 0.18%
4,552
+3
36
$909K 0.18%
34,842
+236
37
$895K 0.17%
22,809
+396
38
$881K 0.17%
23,570
+23,393
39
$876K 0.17%
7,836
-295
40
$868K 0.17%
11,279
-84
41
$847K 0.16%
9,542
-445
42
$836K 0.16%
36,619
+809
43
$832K 0.16%
15,009
+1,140
44
$823K 0.16%
11,746
+157
45
$820K 0.16%
5,471
-248
46
$786K 0.15%
4,351
-5
47
$780K 0.15%
6,756
+162
48
$773K 0.15%
9,524
-36
49
$756K 0.15%
13,709
+28
50
$749K 0.15%
12,150
+201
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2
3 4 5