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
$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
126
$143K 0.02%
285
-5
127
$142K 0.02%
2,620
-60
128
$136K 0.02%
4,503
-47
129
$126K 0.02%
2,291
-33
130
$123K 0.02%
1,572
-9
131
$121K 0.02%
542
-9
132
$121K 0.02%
2,423
-129
133
$121K 0.02%
819
-15
134
$119K 0.02%
3,152
-209
135
$119K 0.02%
2,469
-12
136
$105K 0.01%
743
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137
$102K 0.01%
671
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138
$99K 0.01%
262
-2
139
$95K 0.01%
442
-1
140
$90K 0.01%
1,161
-11
141
$89K 0.01%
543
-13
142
$83K 0.01%
1,336
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143
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422
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144
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346
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145
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470
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146
$76K 0.01%
1,233
-12
147
$74K 0.01%
694
-5
148
$74K 0.01%
2,439
-16
149
$70K 0.01%
436
-18
150
$68K 0.01%
316
-1
4 5
6
7 8