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
76
$530K 0.1%
45,820
-351
77
$527K 0.1%
10,166
+111
78
$526K 0.1%
10,011
-291
79
$519K 0.1%
30,266
-378
80
$517K 0.1%
27,705
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81
$514K 0.1%
10,987
-261
82
$508K 0.1%
3,774
+3,402
83
$503K 0.1%
8,823
+1,275
84
$498K 0.1%
8,181
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85
$478K 0.09%
4,488
-388
86
$464K 0.09%
36,560
87
$449K 0.09%
8,667
-236
88
$448K 0.09%
6,233
-21
89
$446K 0.09%
2,632
-67
90
$443K 0.09%
49,047
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91
$443K 0.09%
6,043
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92
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5,980
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93
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2,301
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94
$412K 0.08%
7,578
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95
$390K 0.08%
15,245
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96
$387K 0.08%
11,257
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97
$383K 0.07%
10,044
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98
$367K 0.07%
11,038
+475
99
$354K 0.07%
5,556
-170
100
$351K 0.07%
34,385
+344