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
101
$325K 0.06%
1,432
-33
102
$314K 0.06%
5,948
+1,552
103
$308K 0.06%
2,188
-570
104
$306K 0.06%
8,388
-264
105
$292K 0.06%
20,478
+285
106
$252K 0.05%
3,560
-80
107
$252K 0.05%
3,560
-80
108
$234K 0.05%
2,724
-238
109
$233K 0.05%
+4,093
110
$178K 0.03%
1,485
-41
111
$176K 0.03%
1,871
-8
112
$167K 0.03%
566
+30
113
$163K 0.03%
649
+10
114
$156K 0.03%
527
+24
115
$155K 0.03%
2,595
-33
116
$139K 0.03%
14,640
+240
117
$125K 0.02%
288
-8
118
$125K 0.02%
7,125
119
$119K 0.02%
3,531
-80
120
$118K 0.02%
260
-7
121
$117K 0.02%
1,588
-29
122
$110K 0.02%
530
123
$109K 0.02%
827
-7
124
$103K 0.02%
1,052
+156
125
$102K 0.02%
2,293
+83
3 4
5
6 7