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
$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
51
$1.69M 0.17%
32,809
+19,955
52
$1.68M 0.17%
14,746
-9,429
53
$1.66M 0.17%
18,059
-4,417
54
$1.64M 0.17%
8,641
-2,062
55
$1.63M 0.17%
29,540
+19,160
56
$1.62M 0.17%
25,342
+10,724
57
$1.61M 0.16%
18,369
+12,211
58
$1.59M 0.16%
61,129
+40,358
59
$1.58M 0.16%
18,782
+8,650
60
$1.57M 0.16%
10,708
-4,101
61
$1.56M 0.16%
33,942
-1,727
62
$1.55M 0.16%
38,844
-13,985
63
$1.54M 0.16%
19,025
+9,194
64
$1.49M 0.15%
23,366
+14,111
65
$1.48M 0.15%
79,050
+54,148
66
$1.48M 0.15%
13,970
-481
67
$1.46M 0.15%
14,450
+7,409
68
$1.46M 0.15%
18,109
-5,759
69
$1.45M 0.15%
16,911
-39,784
70
$1.44M 0.15%
20,189
+1,472
71
$1.44M 0.15%
51,111
+27,332
72
$1.44M 0.15%
13,699
+8,128
73
$1.43M 0.15%
23,877
+14,602
74
$1.43M 0.15%
20,551
+10,373
75
$1.43M 0.15%
24,035
+13,236
1 2
3
4 5