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
101
$247K 0.03%
2,906
-4,859
102
$245K 0.03%
1,554
-551
103
$236K 0.03%
16,169
-27,354
104
$232K 0.03%
5,990
-10,031
105
$230K 0.03%
3,666
-5,902
106
$229K 0.03%
1,803
-22
107
$228K 0.03%
3,382
-239
108
$224K 0.03%
6,465
-10,459
109
$224K 0.03%
3,727
-5,926
110
$217K 0.03%
7,195
-10,892
111
$216K 0.03%
2,873
-4,101
112
$214K 0.03%
2,138
-3,506
113
$211K 0.03%
3,967
-6,553
114
$205K 0.03%
1,470
-21
115
$196K 0.03%
560
-8
116
$196K 0.03%
4,920
-7,760
117
$191K 0.03%
14,600
-320
118
$186K 0.02%
520
-12
119
$183K 0.02%
2,529
-3,957
120
$183K 0.02%
5,985
-9,628
121
$179K 0.02%
2,236
-3,749
122
$173K 0.02%
3,458
-5,538
123
$170K 0.02%
639
-6
124
$166K 0.02%
7,555
-12,743
125
$157K 0.02%
2,934
-4,708
3 4
5
6 7