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
101
$441K 0.07%
5,644
+5,563
102
$435K 0.07%
20,298
+20,048
103
$424K 0.07%
10,773
-214
104
$398K 0.06%
+11,598
105
$397K 0.06%
+8,052
106
$395K 0.06%
2,021
-280
107
$377K 0.06%
1,439
+7
108
$359K 0.06%
7,642
+7,467
109
$337K 0.05%
30,538
-3,847
110
$313K 0.05%
2,105
-83
111
$290K 0.05%
4,891
-665
112
$288K 0.05%
7,358
-1,030
113
$267K 0.04%
3,640
+80
114
$262K 0.04%
3,560
115
$253K 0.04%
+1,186
116
$252K 0.04%
+9,316
117
$226K 0.04%
3,621
-472
118
$222K 0.04%
2,406
-318
119
$207K 0.03%
1,491
+6
120
$202K 0.03%
14,920
+280
121
$180K 0.03%
532
+5
122
$179K 0.03%
645
-4
123
$177K 0.03%
568
+2
124
$176K 0.03%
1,825
-46
125
$142K 0.02%
290
+2
3 4
5
6 7