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
+452
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
+540
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
+541
91
$443K 0.09%
6,043
+83
92
$425K 0.08%
5,980
-180
93
$416K 0.08%
2,301
-71
94
$412K 0.08%
7,578
+189
95
$390K 0.08%
15,245
+146
96
$387K 0.08%
11,257
+65
97
$383K 0.07%
10,044
+22
98
$367K 0.07%
11,038
+475
99
$354K 0.07%
5,556
-170
100
$351K 0.07%
34,385
+344
2 3
4
5 6