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
76
$332K 0.04%
4,561
-330
77
$328K 0.04%
3,059
-3,340
78
$325K 0.04%
33,340
-56,120
79
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+1,344
80
$314K 0.04%
3,723
-4,521
81
$314K 0.04%
3,580
-60
82
$311K 0.04%
13,223
-22,199
83
$308K 0.04%
10,933
-17,861
84
$307K 0.04%
8,330
-9,558
85
$306K 0.04%
14,437
-24,568
86
$303K 0.04%
3,460
-100
87
$296K 0.04%
2,247
-159
88
$292K 0.04%
2,425
-3,223
89
$286K 0.04%
4,315
-7,231
90
$285K 0.04%
8,712
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91
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20,841
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92
$282K 0.04%
21,799
-36,969
93
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8,940
-14,748
94
$267K 0.04%
1,151
-35
95
$265K 0.03%
4,318
-6,257
96
$260K 0.03%
21,904
-36,790
97
$259K 0.03%
2,834
-4,086
98
$259K 0.03%
1,634
+690
99
$252K 0.03%
10,254
-15,972
100
$250K 0.03%
5,492
-9,288
2 3
4
5 6