SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+12.35%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$762M
AUM Growth
+$135M
(+22%)
Cap. Flow
+$51.4M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
82.22%
Holding
517
New
4
Increased
69
Reduced
335
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$83M |
| 2 |
Prologis
PLD
|
$33.3M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$6.09M |
| 4 |
Camden Property Trust
CPT
|
$3.45M |
| 5 |
UDR
UDR
|
$2.22M |
Top Sells
| 1 |
Host Hotels & Resorts
HST
|
$7.87M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$7.85M |
| 3 |
Simon Property Group
SPG
|
$5.2M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$4.28M |
| 5 |
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% |
