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
$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
501
$3K ﹤0.01%
30
502
$3K ﹤0.01%
78
503
$3K ﹤0.01%
95
-3
504
$2K ﹤0.01%
89
-2
505
$2K ﹤0.01%
100
506
$2K ﹤0.01%
115
+4
507
$2K ﹤0.01%
112
+4
508
$2K ﹤0.01%
99
-7
509
$2K ﹤0.01%
123
+1
510
$1K ﹤0.01%
73
511
– –
-676
512
– –
-30,538
513
– –
-57,741
514
– –
-8,052
515
– –
-7,358
516
– –
-294
517
– –
-131
17 18 19 20
21