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
$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
51
$563K 0.07%
10,617
+7,439
52
$562K 0.07%
3,342
-315
53
$532K 0.07%
3,686
-269
54
$524K 0.07%
3,705
-108
55
$514K 0.07%
4,255
-307
56
$508K 0.07%
5,941
-600
57
$508K 0.07%
2,633
-193
58
$503K 0.07%
2,417
+65
59
$480K 0.06%
10,729
-44
60
$465K 0.06%
1,881
-140
61
$459K 0.06%
10,818
-780
62
$445K 0.06%
4,896
-364
63
$413K 0.05%
10,027
-13,113
64
$411K 0.05%
8,182
-594
65
$400K 0.05%
7,199
-11,507
66
$399K 0.05%
18,371
-21,961
67
$390K 0.05%
1,427
-12
68
$377K 0.05%
4,559
-6,269
69
$375K 0.05%
29,671
-49,513
70
$366K 0.05%
8,939
-13,673
71
$362K 0.05%
5,803
-6,309
72
$361K 0.05%
12,238
-20,872
73
$345K 0.05%
7,335
-12,043
74
$341K 0.04%
7,780
-9,260
75
$337K 0.04%
5,728
-5,649
1 2
3
4 5