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
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$18.4M
3
+$4.41M
4
ESS icon
Essex Property Trust
ESS
+$4.2M
5
HPP
Hudson Pacific Properties
HPP
+$1.74M

Top Sells

1
+$1.71M
2
+$1.54M
3
+$983K
4
WMB icon
Williams Companies
WMB
+$948K
5
PGR icon
Progressive
PGR
+$821K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.09%
14,780
+14,680
77
$561K 0.09%
3,813
+39
78
$560K 0.09%
6,399
+5,347
79
$550K 0.09%
6,974
-2,550
80
$550K 0.09%
58,694
+57,915
81
$507K 0.08%
16,924
+16,553
82
$506K 0.08%
11,546
+11,409
83
$505K 0.08%
6,486
+253
84
$504K 0.08%
6,541
-839
85
$498K 0.08%
26,226
+25,341
86
$492K 0.08%
16,021
+15,891
87
$486K 0.08%
9,568
+1,990
88
$482K 0.08%
3,955
-533
89
$472K 0.08%
10,520
+10,339
90
$463K 0.07%
2,352
-280
91
$461K 0.07%
18,087
+17,274
92
$457K 0.07%
+4,562
93
$457K 0.07%
8,776
-1,235
94
$455K 0.07%
12,680
+12,234
95
$448K 0.07%
15,613
+15,291
96
$446K 0.07%
5,985
-58
97
$443K 0.07%
5,260
-720
98
$443K 0.07%
2,826
-385
99
$443K 0.07%
8,996
+8,758
100
$442K 0.07%
8,610
+2,662
2 3
4
5 6