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
26
$1.73M 0.28%
26,820
+1,620
27
$1.7M 0.27%
3,863
-510
28
$1.55M 0.25%
33,528
-4,270
29
$1.53M 0.24%
7,693
-937
30
$1.39M 0.22%
13,378
-1,343
31
$1.13M 0.18%
+9,731
32
$1.1M 0.18%
8,213
-899
33
$1.08M 0.17%
8,000
34
$999K 0.16%
29,955
35
$983K 0.16%
16,491
+1,482
36
$982K 0.16%
5,976
-781
37
$963K 0.15%
4,578
+26
38
$903K 0.14%
89,460
+88,869
39
$890K 0.14%
8,370
-1,172
40
$887K 0.14%
33,110
-1,732
41
$880K 0.14%
18,706
+18,264
42
$874K 0.14%
22,612
-197
43
$871K 0.14%
7,023
-813
44
$868K 0.14%
40,332
+3,713
45
$851K 0.14%
4,712
-759
46
$816K 0.13%
+5,180
47
$812K 0.13%
10,828
-918
48
$799K 0.13%
3,842
-509
49
$794K 0.13%
23,140
+7,901
50
$783K 0.12%
28,794
+6,675
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