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
476
$4K ﹤0.01%
100
477
$4K ﹤0.01%
113
-11,144
478
$4K ﹤0.01%
186
-12
479
$4K ﹤0.01%
149
-2
480
$3K ﹤0.01%
676
+8
481
$3K ﹤0.01%
+74
482
$3K ﹤0.01%
157
-27,447
483
$3K ﹤0.01%
82
-9,962
484
$3K ﹤0.01%
154
485
$3K ﹤0.01%
96
486
$3K ﹤0.01%
104
487
$3K ﹤0.01%
95
-1
488
$3K ﹤0.01%
259
-45,868
489
$3K ﹤0.01%
80
+1
490
$3K ﹤0.01%
107
-12
491
$3K ﹤0.01%
234
+3
492
$3K ﹤0.01%
43
-2
493
$3K ﹤0.01%
161
-4
494
$3K ﹤0.01%
97
-4
495
$3K ﹤0.01%
30
496
$3K ﹤0.01%
78
-3
497
$3K ﹤0.01%
294
+10
498
$2K ﹤0.01%
+233
499
$2K ﹤0.01%
91
+1
500
$2K ﹤0.01%
231
-3
17 18 19
20
21