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
126
$138K 0.02%
551
+22
127
$135K 0.02%
+944
128
$134K 0.02%
268
+8
129
$132K 0.02%
2,552
-43
130
$125K 0.02%
1,581
-7
131
$116K 0.02%
834
+7
132
$116K 0.02%
2,481
-54
133
$115K 0.02%
2,324
+31
134
$115K 0.02%
3,178
-353
135
$110K 0.02%
+4,550
136
$103K 0.02%
3,361
-397
137
$97K 0.02%
443
-4
138
$94K 0.02%
264
139
$89K 0.01%
+351
140
$86K 0.01%
683
-57
141
$81K 0.01%
1,345
-50
142
$81K 0.01%
425
+5
143
$81K 0.01%
1,172
+12
144
$80K 0.01%
681
145
$79K 0.01%
556
-1
146
$75K 0.01%
454
-1
147
$70K 0.01%
474
-29
148
$64K 0.01%
265
+2
149
$60K 0.01%
699
-4
150
$58K 0.01%
+710
4 5
6
7 8