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
76
$1.43M 0.15%
20,925
+12,743
77
$1.4M 0.14%
49,515
+32,286
78
$1.33M 0.14%
12,388
-8,059
79
$1.26M 0.13%
66,269
+44,109
80
$1.23M 0.13%
58,688
+30,529
81
$1.23M 0.13%
6,225
-3,692
82
$1.22M 0.13%
22,316
+12,999
83
$1.2M 0.12%
38,727
+22,916
84
$1.2M 0.12%
14,284
-1,884
85
$1.14M 0.12%
7,375
-1,736
86
$1.07M 0.11%
10,972
-1,943
87
$1.07M 0.11%
22,620
-15,518
88
$1.04M 0.11%
8,855
-1,079
89
$1.03M 0.11%
7,374
-13,877
90
$1.01M 0.1%
8,472
-3,572
91
$945K 0.1%
19,180
92
$921K 0.09%
5,221
-12,217
93
$907K 0.09%
11,007
+953
94
$860K 0.09%
43,298
-2,424
95
$814K 0.08%
7,614
-18,233
96
$791K 0.08%
+10,212
97
$779K 0.08%
8,513
-5,359
98
$746K 0.08%
9,292
-6,105
99
$736K 0.08%
2,889
-1,882
100
$732K 0.08%
9,701
-4,570
2 3
4
5 6