SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
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
126
$305K 0.03%
4,191
-1,189
127
$300K 0.03%
1,745
-4,214
128
$271K 0.03%
6,166
-2,404
129
$270K 0.03%
4,220
-7,640
130
$257K 0.03%
53,120
-124,360
131
$255K 0.03%
1,877
-2,303
132
$245K 0.03%
2,266
-2,980
133
$245K 0.03%
1,039
-274
134
$245K 0.03%
1,500
135
$241K 0.02%
4,745
-882
136
$235K 0.02%
11,500
137
$228K 0.02%
6,000
138
$225K 0.02%
2,156
-5,111
139
$220K 0.02%
3,592
-8,430
140
$215K 0.02%
12,000
141
$205K 0.02%
1,302
-3,052
142
$198K 0.02%
5,660
-1,504
143
$198K 0.02%
4,000
144
$196K 0.02%
1,258
-1,087
145
$190K 0.02%
10,161
146
$189K 0.02%
1,079
-2,548
147
$186K 0.02%
107
-253
148
$186K 0.02%
3,464
-8,188
149
$181K 0.02%
9,440
-22,260
150
$180K 0.02%
2,875
-6,770
4 5
6
7 8