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
$515M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.1M
3
+$8.99M
4
SPG icon
Simon Property Group
SPG
+$8.34M
5
HST icon
Host Hotels & Resorts
HST
+$8.32M

Top Sells

1
+$28.1M
2
+$2.03M
3
+$1.75M
4
RTX icon
RTX Corp
RTX
+$324K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$224K

Sector Composition

1 Real Estate 14.39%
2 Financials 1.71%
3 Healthcare 1.63%
4 Industrials 1.36%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$728K 0.14%
9,088
+195
52
$706K 0.14%
6,070
-185
53
$692K 0.13%
11,155
-2,759
54
$681K 0.13%
15,239
+789
55
$641K 0.12%
7,188
+378
56
$625K 0.12%
20,150
-39
57
$623K 0.12%
3,566
-86
58
$620K 0.12%
7,759
+32
59
$618K 0.12%
18,522
-32
60
$616K 0.12%
3,108
+171
61
$592K 0.12%
46,127
+1,197
62
$588K 0.11%
16,063
+640
63
$587K 0.11%
26,117
+511
64
$579K 0.11%
27,604
+54
65
$572K 0.11%
22,119
+875
66
$571K 0.11%
5,399
+43
67
$565K 0.11%
2,944
68
$558K 0.11%
36,783
+681
69
$555K 0.11%
20,121
-179
70
$553K 0.11%
3,211
-101
71
$547K 0.11%
20,175
+2,700
72
$543K 0.11%
21,479
+1,155
73
$542K 0.11%
7,380
-231
74
$539K 0.1%
9,867
-137
75
$531K 0.1%
12,780
+586
1 2
3
4 5