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
176
$134K 0.01%
2,612
-6,128
177
$129K 0.01%
714
-1,734
178
$127K 0.01%
7,125
179
$124K 0.01%
1,510
-3,565
180
$124K 0.01%
608
-1,440
181
$119K 0.01%
634
-1,500
182
$117K 0.01%
2,308
-5,485
183
$117K 0.01%
381
-898
184
$115K 0.01%
2,800
-6,844
185
$112K 0.01%
674
-1,611
186
$110K 0.01%
540
-1,317
187
$110K 0.01%
700
-1,663
188
$107K 0.01%
5,862
-14,310
189
$107K 0.01%
930
-2,218
190
$107K 0.01%
2,786
-6,546
191
$106K 0.01%
1,063
-2,484
192
$105K 0.01%
1,658
-3,869
193
$104K 0.01%
2,527
-5,640
194
$102K 0.01%
1,308
-3,072
195
$99K 0.01%
890
-2,094
196
$99K 0.01%
530
197
$95K 0.01%
559
-1,331
198
$93K 0.01%
1,906
-4,436
199
$93K 0.01%
769
-1,834
200
$93K 0.01%
1,241
-3,036
6 7
8
9 10