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
151
$180K 0.02%
1,722
-4,031
152
$179K 0.02%
2,120
-4,981
153
$179K 0.02%
3,116
-7,485
154
$178K 0.02%
957
-2,259
155
$175K 0.02%
545
-1,301
156
$169K 0.02%
1,822
-4,373
157
$169K 0.02%
4,684
-1,955
158
$168K 0.02%
995
-416
159
$161K 0.02%
2,218
-5,270
160
$161K 0.02%
4,116
-9,648
161
$161K 0.02%
3,000
162
$160K 0.02%
3,054
-7,361
163
$154K 0.02%
1,504
-3,528
164
$151K 0.02%
4,137
165
$151K 0.02%
1,045
-2,485
166
$145K 0.01%
6,000
167
$144K 0.01%
2,615
-6,291
168
$143K 0.01%
1,805
169
$142K 0.01%
424
-1,061
170
$140K 0.01%
3,274
-7,792
171
$139K 0.01%
3,460
172
$139K 0.01%
271
-644
173
$138K 0.01%
1,902
-4,895
174
$136K 0.01%
543
-1,271
175
$134K 0.01%
938
-2,233
5 6
7
8 9