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
126
$101K 0.02%
2,535
-81
127
$99K 0.02%
529
+2
128
$84K 0.02%
+3,758
129
$83K 0.02%
503
-13
130
$82K 0.02%
1,395
-12
131
$82K 0.02%
447
+12
132
$80K 0.02%
264
133
$74K 0.01%
2,360
134
$73K 0.01%
740
+37
135
$71K 0.01%
557
-20
136
$70K 0.01%
1,160
-8
137
$68K 0.01%
263
-2
138
$67K 0.01%
1,314
+35
139
$66K 0.01%
420
-15
140
$62K 0.01%
681
-13
141
$61K 0.01%
455
+16
142
$61K 0.01%
370
143
$54K 0.01%
148
+4
144
$54K 0.01%
877
-5,264
145
$52K 0.01%
703
+17
146
$51K 0.01%
780
-7
147
$51K 0.01%
678
-20
148
$50K 0.01%
91
+23
149
$48K 0.01%
94
+1
150
$48K 0.01%
145
4 5
6
7 8