SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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
476
$12K ﹤0.01%
312
-752
477
$11K ﹤0.01%
501
-940
478
$11K ﹤0.01%
358
-838
479
$9K ﹤0.01%
264
-624
480
$8K ﹤0.01%
577
-1,435
481
$8K ﹤0.01%
494
-1,153
482
$8K ﹤0.01%
238
-564
483
$8K ﹤0.01%
10
-23
484
$8K ﹤0.01%
336
-794
485
$7K ﹤0.01%
182
-421
486
$6K ﹤0.01%
100
487
$4K ﹤0.01%
104
-40
488
$4K ﹤0.01%
266
-632
489
$4K ﹤0.01%
100
490
$2K ﹤0.01%
100
491
$1K ﹤0.01%
+30
492
– –
-200,000
493
– –
-2,160
16 17 18 19
20