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
$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
26
$1.96M 0.26%
81,672
-136,372
27
$1.64M 0.22%
31,326
-2,202
28
$1.63M 0.21%
3,506
-357
29
$1.58M 0.21%
7,215
-478
30
$1.46M 0.19%
12,478
-900
31
$1.43M 0.19%
17,012
-9,808
32
$1.29M 0.17%
29,955
33
$1.26M 0.17%
9,484
-247
34
$1.17M 0.15%
6,476
-547
35
$1.16M 0.15%
5,442
-534
36
$1.11M 0.15%
8,000
37
$1.06M 0.14%
16,443
-48
38
$994K 0.13%
4,468
-110
39
$895K 0.12%
4,385
-327
40
$878K 0.12%
3,584
-258
41
$871K 0.11%
10,620
-9
42
$860K 0.11%
5,889
-2,324
43
$855K 0.11%
7,781
-589
44
$824K 0.11%
5,060
-120
45
$769K 0.1%
2,920
-39
46
$744K 0.1%
4,971
-369
47
$735K 0.1%
6,715
-443
48
$711K 0.09%
3,035
-190
49
$625K 0.08%
19,675
50
$594K 0.08%
8,616
+6
1
2
3 4 5