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
101
$692K 0.07%
13,220
-31,200
102
$688K 0.07%
13,060
-30,840
103
$625K 0.06%
1,962
-1,101
104
$620K 0.06%
5,313
-2,268
105
$597K 0.06%
5,677
-232
106
$590K 0.06%
9,721
-23,127
107
$562K 0.06%
17,025
-550
108
$523K 0.05%
7,368
-1,865
109
$512K 0.05%
13,589
-5,202
110
$486K 0.05%
2,518
-412
111
$485K 0.05%
2,558
-6,103
112
$468K 0.05%
10,823
-1,695
113
$468K 0.05%
2,121
-4,993
114
$455K 0.05%
6,178
-7,472
115
$432K 0.04%
5,801
-14,241
116
$420K 0.04%
5,856
-6,757
117
$418K 0.04%
7,680
-1,012
118
$373K 0.04%
3,113
-7,405
119
$364K 0.04%
2,534
-6,556
120
$364K 0.04%
2,350
-2,263
121
$345K 0.04%
2,575
-4,901
122
$338K 0.03%
6,286
-14,764
123
$323K 0.03%
36,560
124
$316K 0.03%
9,609
-22,668
125
$308K 0.03%
2,038
-4,804
3 4
5
6 7