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%
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-22
107
$228K 0.03%
3,382
-239
108
$224K 0.03%
6,465
-10,459
109
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3,727
-5,926
110
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7,195
-10,892
111
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2,873
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112
$214K 0.03%
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113
$211K 0.03%
3,967
-6,553
114
$205K 0.03%
1,470
-21
115
$196K 0.03%
560
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116
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117
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14,600
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118
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520
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119
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2,529
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120
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5,985
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121
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2,236
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122
$173K 0.02%
3,458
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123
$170K 0.02%
639
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124
$166K 0.02%
7,555
-12,743
125
$157K 0.02%
2,934
-4,708