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
$1.79B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$10M
3
+$9.99M
4
BXP icon
Boston Properties
BXP
+$9.67M
5
CCAP icon
Crescent Capital BDC
CCAP
+$7.08M

Top Sells

1
+$18.7M
2
+$5.85M
3
+$5.68M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$5.44M
5
REXR icon
Rexford Industrial Realty
REXR
+$5.04M

Sector Composition

1 Real Estate 8.93%
2 Consumer Discretionary 3.46%
3 Financials 2.3%
4 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 0.42%
149,578
-100,276
27
$6.26M 0.35%
214,800
+33,600
28
$6.18M 0.35%
86,459
-9,300
29
$4.67M 0.26%
55,802
-8,010
30
$2.38M 0.13%
58,950
-600
31
$786K 0.04%
14,635
32
$522K 0.03%
15,425
-650
33
$420K 0.02%
84,153
1
2